While RE NXT currently provides built-in reports and email subscriptions for Pledges (committed revenue), it lacks an equivalent native report for Opportunities (uncommitted/pipeline revenue).
Missing Opportunity Reporting Engine: There is no standard canned report or queued delivery system in Web View specifically built for upcoming Opportunities, forcing reliance on raw Web View lists or manual spreadsheet exports.
Exclusion of Likelihood Scores in Financial Forecasts: Cash flow forecasting requires weighting expected revenue against probability. Native lists do not provide a structured report format that calculates or displays weighted values using the Likelihood score/percentage alongside the Expected Amount and Expected Date.
No Automated Delivery to External Stakeholders: Unlike standard Web View email subscriptions available for certain dashboard views or reports, Opportunity data cannot be automatically scheduled and emailed to non-NXT users (like Finance or Executive Leadership) on a monthly basis without requiring individual user licenses.
Fund ID Omission: Web View lists display public Fund Names rather than the internal Fund ID (GL Code), making direct integration with finance software cumbersome without manual lookup steps.