The Officer Prospect Stage Peer Group Comparison Viewport compares the number of prospect records in an officer's portfolio by prospect stage. This distribution of prospect records by stage is compared to the average distribution of the officer's Peer Group. You can view this distribution to include Primary relationship assignments, Non-Primary (i.e. any other assignment type), or All assignment types by clicking on the appropriate radio button at the top of the Viewport.
In addition, you can scroll over the bars in the viewport for additional information or click on the bar to see which prospect records are in each cultivation stage.
Click on the Viewport below for a closer look!
Key Definitions Related to this Viewport:
- The stages you use internally have been mapped for reporting purposes to the five stages displayed in this report (e.g. identification, qualification, cultivation, solicitation, and stewardship). Your internal prospect stages are displayed in the pop-up list generated by clicking on the bar in the report.