The Proposal Status Distribution vs. Peer Group viewport displays the distribution of proposal for the selected time period relative to their Peer Group, grouped by proposal status. In addition, it summarizes the total activity for the Peer Group.
You can view this distribution based on Fiscal Year or by Calendar Year via a dropdown in the viewport. You also can toggle between the Count of proposals in each status or the total dollar Amount of proposals in that status.
In addition, you can hover over the bars in the viewport for additional information or click on the bar to see which proposals in each status.
Key Definitions Related to this Viewport:
- In Development: Proposals that have not yet been asked. They have an "In Development" status and a Target Ask Date in the selected time period.
- Asked: Proposals that have been asked and are awaiting a response. They have an "Submitted/Pending" status and an Ask Date in the selected time period.
- Granted: Proposals that have been granted. They have an "Approved" status and a Granted Date in the selected time period.
- Declined: Proposals that have been declined. They have a "Declined" status and a Declined Date in the selected time period.
- Peer Group: A set of gift officers that have similar roles and should be evaluated as peers. Peer Groups are configured by your institution's system administrator in Fundraiser Performance Management.