Add ability to pull Prospect Insights Data as Lists and Queries

Please add the ability to "pull" Prospect Insights data ("Undergiving"; "Excellent" and/or "Low Likelihood" Major Giving Likelihood, "Opportunities, etc) as lists and queries instead of having to view them one by one in their individual records. And please, at the very least, add the ability to export Prospect Insights data. It would be very useful to do this and see the information as a list/grouping where additional very important data can also be included (Constituent ID, Constituent Code, assigned fundraiser (current only, not every one all-time).

  • Whitney Sparks
  • Feb 13 2025
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    • Laur Larsen commented
      27 Feb 21:24

      A lot of the suggested PI names have already been DQ or are donors due to honor/memorial gift which tend not to donate again to our organization. Having the ability to query on this or filters would be help and a time saver.