Track progress between prospect statuses.

Right now Report Builder can show count sums for prospects in each status (i.e. Disqualified, Cultivation, Solicitation, Stewardship) and I calculate a % change based on those sums. It would be very useful to show the fundraising team how many prospects are moving from, say, Discovery to Disqualification or moving from Cultivation to Solicitation.

  • Crystal Shreve
  • May 7 2019
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