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

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. You have the ability of going back and analyze up to five years of proposal information.  If available, you may also choose All Proposals which will include all proposals in the selected time period regardless of officer assignment.

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, multiple officers, entire peer groups, or all officers 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.  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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Proposals Table

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 right the Proposals Table, you will see icons that allow you to make interact with the table.  The Expand/Collapse icon (displayed as 2 arrows) allows you to expand the table from it's default 5 proposals to 25 proposals. Clicking again collapses the table back to 5.  There is also a Export icon (shown as a floppy disk) that allows you to export all proposals into an Excel file.  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 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. On the top of the Proposals Table, you will see navigation that allows you to click through the different pages of proposals.

You can sort and filter the content of the Proposals Table by the different available columns. Just click on the column header and select to sort or click on the Select Options menu to choose from the available values to filter by.


The columns of information in the Proposals Table include the following:

  • Proposal ID: The unique identifier on the proposal record that is provided by your institution. Click this to open the Proposal Detail window.
  • Proposal Name: The name given to the proposal.
  • Entity Name(s): These are the constituent records associated with the proposal.
  • Officers: All officers related to the proposal record.
  • Type: The type of proposal associated with the proposal (i.e. Program Support, Scholarships, Unrestricted, Endowment, etc.).
  • Status: Current stage that the proposal is in within the proposal development cycle (typically found in Advance databases only).
  • Status: The current status of the proposal in it's lifecycle (i.e. In Development, Pending, Approved, Declined).
  • Target Amount: The expected dollar amount the officer(s) will ask for.
  • Target Date: The expected date the officer(s) plans to make the ask.
  • Ask Amount: The actual amount the officer(s) asked for.
  • Ask Date: The date the ask occurred.
  • Expected Amount: The amount of the proposal that is expected to be granted/committed.
  • Expected Date: The date that the proposal is expected to close.
  • Granted Amount: The dollar amount the donor granted against the proposal.
  • Granted Date: The date the proposal was granted by the donor.