our development officers work hard to keep their portfolio members prioritized via classification coding. quarterly, we take a snapshot of their portfolio "balance", which means we produce pie charts for their portfolios to show how many members are major gift prospects vs. annual fund prospects. The challenge is that the information is for only current time; development officers have never been able to see a current portfolio balance with Raiser's Edge. Allowing this view in their work centers would be innovative and would assist management, officers, data mgmt staff alike the ability to quickly see how everyone is doing with prospect pipeline and portfolio health. This would allow us to easily determine when a certain Officer may need more major gift prospects, or if a major gift officer has too many annual fund prospects. I've attached an image with fake data to show what we currently provide our development officers. If we could have this real-time and behave "smartly" (refreshing when a classification on a portfolio member changes), that would be amazing for our analytics and management efforts.

PortPie.PNG

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