Opportunities.Proposals

Adam Eggert
Adam Eggert
Eighth Anniversary Kudos 1 Facilitator 1 Loyalty Badge
in Blackbaud Raiser's Edge NXT®: General Discussions

Is there a summary report out there that shows opportunities expected for the year? also broken down by solicitor? I can see the detailed report but don't seem to find a summary one.

Comments

  • Austen Brown
    Austen Brown Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 bbcon 2025 Attendee Badge

    Hi @Adam Eggert - You may be able to see what you are looking for through the native Opportunities Report/Dashboard in Web View; Fundraising > Reporting > Opportunities. Additionally, if you have Insight Designer (an NXT add-on) you can build out custom dashboards within web view.

  • Barbara Kunkel
    Barbara Kunkel
    Kudos 5 Fourth Anniversary Name Dropper Participant

    You can still do some Custom Dashboards without Insight Designer but it may not provide you with the summary in web view that you are looking for. Give it a try.

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