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changes.mady.by.user Customer Success Writer

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The Proposal Activity by School/Unit viewport calculates, counts, and totals proposals for the different schools or units that occurred in the selected time period. This viewport is a helpful summary to demonstrate the performance of your unique schools or units in one view. 
In order for a proposal to display in this viewport, the Ask Date must be within the selected time period and not after the current date

You can toggle between the Count of proposals in each status or the total dollar Amount of proposals in that status.

Click on any of the links within the table to display the list of proposals that make up the results.

 

Key Definitions Related to this Viewport:

  • School/Unit: The school/unit associated with the proposal, if applicable to your institution (i.e. School of Business, Library, Athletics, etc.). 
  • Submitted #: The number of proposals that have an Ask Date in the selected time period and are associated with the displayed Proposal School/Unit.Submitted $: The sum of the Ask Amount values of the proposals that have  Proposals that have been submitted (regardless of whether they are awaiting response, have been approved, or declined). They have a "Submitted/Pending", "Approved", or "Declined" status and an Ask Date in the selected time period and that are associated with the displayed Proposal School/Unit.
  • Declined #: The number of proposals : Proposals that have a proposal status of been declined. They have a "Declined" status and a stop date Declined Date in the selected time period.
  • Granted #: The number of proposals  Proposals that have been granted. They have an "Approved" status and a Granted Date in the selected time period and are associated with the displayed Proposal School/Unit.Granted $: The sum of the Granted Amount values of the proposals that have .
  • Submitted Ask >= $25K: The number of proposals that have been submitted with an Ask Date in the selected time period and that are associated with the displayed Proposal School/Unit.Submitted Ask: The number of proposals that have an Ask Amount of greater than $100k and an Ask Date in the selected time periodor equal to $25,000.