What needs a next decision?
Compare open funding opportunities by owner, status, expected close date and next step.
- Nonprofits CRM
- Reports and analytics
Reports for the questions your team asks
Read the pipeline, pledge decisions, engagement work and operation exceptions together.
Overview×
Nonprofits CRM · Overview
Nonprofits CRM dashboard
This quarter
Donor pledges in view
6Total gifts pledged
2,290Submitted
6Funding opportunities by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| New | 44 | ||
| Qualified | 24 | 55% | |
| Proposal | 17 | 71% | |
| Negotiation | 8 | 47% |
Expected value USD by status
Sample totals per stage
Questions to answer
What is the ask made of?
Open an opportunity with its funding case lines and compare item amounts with expected value.
From Funding case
Which pledges need attention?
Read the submitted and approved pledge records beside independent decisions and operation receipts.
From Funding pipeline
Where is outreach slipping?
Review open follow-ups by owner and due date before discussing the forecast.
Which operations need review?
Check failed and review-needed receipts against the related opportunity.
More reports
Opportunity pipeline by status List
Group funding opportunities by status and sum their expected value.
Expected close calendar List
Show open opportunities by expected close date, constituent and owner.
Funding ask composition Grouped
Show each opportunity with its case lines, funding type, quantity and unit amount.
Pledges by decision state List
Compare pledged gift amounts across donor pledge statuses and owners.
Constituent engagement follow-up List
Show open follow-ups by owner, due date and activity type.
Independent decision register List
Show reviewer, decision, reason and source revision for pledge decisions.
Operation exceptions List
Show failed or review-needed receipts by operation type and recorded date.
Constituent segments List
Compare constituent status and annual giving potential by segment.
Set up Nonprofits CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.