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.
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.
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.
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!
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.
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!
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.
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!