Page History

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.

There are two areas sections of reporting within the Proposals tab. First, there   At the top of the page is the Proposals Table, which displays key information related to each proposal record. The other area is   The section underneath that contains a variety of proposal related Viewports, similar to other reporting tabs in the Reeher Platform and contains a variety of proposal related Viewports.

The scope of what is included in the Proposals Table and the Proposals tab Viewports is controlled by the fiscal year drop down and officer drop down located on the top bar of the page.  By default, the reporting in the Proposals tab will show proposals that have an ask date, granted date, or target date in the selected fiscal year. It provides you with You have the ability of going back and analyzing analyze up to five years of contact proposal information.

You can select a previous year from the Report Period drop down and that will limit the information in the Proposals Table and the viewports to that selected fiscal year period. You can also select an individual officer from the Select Officer drop down to limit the Proposals Table and viewports to only the selected officers' proposal history.

On the top bar within the Proposals tab is a navigation element that allows you to collapse or expand the Proposals Table. Be   By default the Proposal Table is displayed.  Click on Hide Proposals to collapse the Proposals Table and View Proposals to expand the table.

...