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. Note that only active proposals with assigned officers are available in this tab.
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.
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 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 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.
The columns of information in the Proposals Table include the following:
- Proposal ID - This is the unique identifier on the proposal record that is provided by your institution.
- Proposal Name - The name given to the proposal.
- Entity Name(s) - These are the constituent records associated with the proposal.
- Officers - This column displays all officers related to the proposal record.
- Proposal Type - This column displays the type of proposal associated with the proposal.
- Proposal Status - This reflects the current status of the proposal.
- Target Amount - Target Amount is the expected dollar amount the officer(s) will ask for.
- Target Date - Target Date is the expected date the officer(s) plans to make the ask.
- Ask Amount - This is the actual amount the officer(s) asked for.
- Ask Date - This is the date the ask occurred.
- Granted Amount - This is the dollar amount the donor granted against the proposal.
- Granted Date - This is the date the proposal was granted by the donor.