Add a pipeline tab to the Analyze page

In order to more effectively manage our donor pipeline and our major gift officers, it would be tremendously helpful to have Pipeline tab on the Analyze pages that gives Development Directors and other executives a snapshot view of the number of donors in each prospect status, the number of prospects in current status longer than the defined period, and the number of prospects whose status has changed over a defined period, all listed by fundraiser and as a total.

  • Kari Stauffer
  • Aug 18 2017
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  • Guest commented
    May 22, 2020 15:35

    this would be tremendously helpful and necessary if we want to grow our efforts. Please consider.