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).
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Whitney Sparks
- Feb 13 2025
- Reviewed: Voting Open
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- +14
Related ideas
It would be amazing to have the capability to export lists from the Portfolio > Prospect Insights tab in Raiser's Edge NXT for further review! Hoping this might be a feature included in a future update.
100% need this. Why they made it so you have to click on every single record to see what the insight is instead of letting us make a list is beyond me, especially since the webview interface is always so agonizingly slow.
Please give users the ability to EASILY create and download an Excel file of the Prospect Insights list directly from NXT. If BB creates this functionality, please let me know.
Please add this option, even if we can have the ability to create a constituent list from Prospect Insights that would be helpful. It's just not efficient to have to click into each record to learn more about the person. A list view in which you can add columns and/or export data is very much needed!!!!
Queries/Exports are essential in making this work productive. Please add this option. Marie
As it is Prospect Insights gives some interesting information, but it's useless for analytics because we can't aggregate it. I can see the intent that this is supposed to help drive action for front line fundraisers, but it just feels like all this data is being left on the table for analysts. Exporting this into a list or query would allow us to do even more fine tuning for portfolios, comparisons with other metrics, segmentation, cross referencing with a gift chart, reporting, and so on.
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.