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Overview of the Proposals

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Tab

The Proposals tab, located in the Major Giving Layer, is focused on providing reporting on your institution's proposal activity and performance. The reporting found in the Proposal tab can help you analyze the number of proposals and proposal values over previous years, proposal yield, proposal pipeline, proposal ask amounts, and a host of other invaluable reports. These reports can help you to visualize where the success is in your organization and where you are behind from historical levels.

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