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The Proposals Tab, located in the Major Giving Layer, is focused on providing reporting on your institution's 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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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' 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. By default the Proposal Table is displayed. Click on Hide Proposals to collapse the Proposals Table and View Proposals to expand the table.
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The data displayed in the Proposals Table is provided from your institution in the nightly file that is received by the Reeher Platform. On the top of the Proposals Table you will see navigation that allows you to view different pages of proposal record information and change the default number of proposal records displayed in the table. In addition, you will see the Proposal Search that allows you to search for proposals within the selected fiscal year (and for a specified officer if you've you’ve made that selection) by Proposal ID, Entity Name(s), or Proposal Name. This search will filter the results in the Proposal Table, but will not impact any of the Viewports.
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