Analyze Opportunities by Campaign

The new analyze section seems awesome, but the Opportunities tab is entirely useless to us  unless we can filter it by campaign. Please add!!

  • Katie Schroeder
  • Apr 26 2016
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  • Sheri Olander-Waters commented
    March 06, 2019 00:17

    This is essential for us as well. We would love to see what our capital campaign pipeline is by filtering by campaign. Instead, we have to go to the Dark Side (RE Classic) to run an export. 

  • Federico Ippoliti commented
    April 17, 2018 12:52

    I completely agree with this idea. We use opportunities to track how likely it is to receive a gift for a specific project. Projects are linked to Campaign and Funds, so the ability to filter by those will enable us to analyse our prospects pipeline for each of our fundraising priorities. 

    It is absolutely essential!

  • Blake Moody commented
    August 29, 2016 20:33

    I voted on this, so I'll share in addition to what Katie shares. Our SOP is to create an opportunity for the calendar year ask for our annual campaign for each prospect each year. I am right now trying to setup opportunities for next year's campaign. However, this will mean that opportunities for this year's remaining activity will overlap the planning and pipeline for next year's campaign. I'm having to review the scenario of using the deadline as a workaround, since the campaign field is not an available filter.

  • Deleted User commented
    August 29, 2016 19:30

    Hi Katie, thanks for the suggestion.  Can you describe more about how the Campaign filter on the Opportunity dashboard would be useful for you?  What would you do with that information?  Just want to make sure we understand what you're looking for.  Thanks!