Prospect Management: Tracking and Reporting


Prospect Management: Tracking and Reporting


Table of Contents


Properly manage your portfolio from the start for greater fundraising success.



  • What Prospect Pipelines Items to Track, and How to Track Them:
    • Averages and medians of portfolio sizes
    • Elapsed time of your moves management cycle
    • Qualifying data around prospects and proposals
    • Donation metrics
  • Reporting and Analysis
    • Proposal aging report
    • Development officer prospect activity report
  • Making the Case: working with CRM managers and leadership to establish the necessary data points



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Why is this event retired?

At AI we want to always ensure that the best and most current trainings are available to members, and we regularly review our trainings to ensure that is the case.