Under Prospect Management in RE NXT there is a section that calculates the number of days a constituent is in a particular Prospect Status, as well as allows us to view the status history. It would be great to be able to Query the number of days in the Database View, or allow it to be shown as a column in a List, or as a Filter option in a List. For example, I'd like to be able to display anyone who is in a particular status over 90 days.
What was the purpose of putting how long a prospect status can be, yet cannot report or query how long someone has been in the various status. RE NXT pushes bells and whistles, but something as important as this moves management, which this would be a great tool, but alas, NOTHING for years!!!!!!! Blackbaud is not so great with helping with moves management. Just amazing on this issue!!!!
This is an essential feature needed so we can address portfolio movement with our advisors. Why is this going on 7 years with no results??!
this is also urgently needed because there is no "declined date" field for opportunities/proposals, only a field for "funded date" so we need this to filter all opportunities.
Without being able to query on/extract time in status from NXT pretty much renders this information useless. Please implement this one soon!
People have been begging for this for 5 years. Why is this not being looked at yet?
Add number of days in Prospect Status field that is available in list that I can use on portfolio list or Lists to properly manage prospects going through pipeline. Ability to use in columns and/or filter.
This is such a key piece of information for major gift work that I'm baffled why it hasn't been part of the software since the beginning. The depth of the prospect and ask management tools is what sets Raiser's Edge apart from other software products, but this is a gaping hole.
I just ran across this thread as I was going to suggest that we add the amount of time in prospect status for reporting. Can we add this in the portfolio or even as a list option?
we really need this for our prospect management team
Yes, please also include it as an available field in database view so it can be included in more detailed reports/exports
This should 100% be both an addable as a column within the Portfolio List view under Work and an exportable field within queries.
This has been on ongoing issue for years in RE and I was excited to see the stage age info in NXT. But it really isn't useful if you can't report out on it. Please address this soon!!
For the price point of this software, it is a bit ridiculous that this doesn't already exist.
Here I am, commenting on this idea for a third time in the four years that this has been a valuable idea...
Please please add this functionality asap as the ability to do this is essential to pipeline management
Yes, would be great if we could add
Agreed, this really should be added please.
Come on Blackbuad...let's get this done! Thanks.
Prospect aging (length of time in a particular status) comes up VERY frequently in our meetings. And currently, there is no functionality in the database view to report or even SEE this information. However, you can see the aging status in the web-view. Now if only we can USE that information, on both sides!
The ability to use the # of days in Prospect Status for filtering, lists, and exports is so basic - I can't understand why this isn't a priority for Blackbaud (unless the developers can't figure out a way to do it!) I find it ironic that Blackbaud's own White Paper, published in 2012 and authored by David Lamb (https://tinyurl.com/yafl3td6), recommends a Stage-Aging report that cannot actually be produced from Raiser's Edge. David's paper states "although there will be some expense and time in creating this custom report, you may find it quite useful." Blackbaud - why won't you save your customers the expense and time -- which most of us can't afford - and include this feature in your product? It has been discussed for YEARS.