A dashboard panel that calculates the percentage of total assigned prospects in each Status -- even if they do not have an assigned Proposal yet -- would be a wonderful visual tool for GOs to see what the composition of their portfolio is (a pie chart would be fabulous!).

To supplement a Solicitor Query panel, a table or pie chart that gives the percent in each Status would be of great help to Gift Officers who must maintain a certain portfolio composition (ie. 20% in Qualification, 10% in Stewardship, etc.). 

The Prospect Pipeline panel seemed promising, but requires a proposal to be assigned to the prospect. Also, it calculates the Percent of Total based on total number of assigned prospects in the pool, not just to a selected solicitor. 

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  • Dec 19 2016
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