Solicitor Status Dashboard Panel - pulling in proposals from another campaign

Corinne Shannon

Hi everyone,



For the Solicitor Status Dashboard panel, we have the "Total Proposal $" column pulled in.  We have this panel filtered to include one Campaign.  One record has two different proposals to two different campaigns.



This dashboard panel is pulling in the total proposal amount for both proposals, even though it's set to one campaign.



Has anyone figured out a way to ensure the Total Proposal $ column also filters on the Campaign filter, and only pulls in those proposals affiliated with that campaign?



Hopefully this makes sense,

Thank you,

Corinne Shannon

MS Society of Canada

Susan Ross

Hi Corinne -- Susan here from Blackbaud :-)



Your question makes sense!



On that particular panel, when it is filtered by Campaign, I believe it is only possible to filter the Gifts columns (Number of Gifts, Amount Received) not the Proposals columns.  In addition, the Total Proposals column is a little tricky because it is actually pulling from the Amount Expected on the Proposal, so keep that in mind.



I'm not sure exactly what you are trying to accomplish, but you might want to try the Proposal Analysis Report, which will let you filter by Campaign (and it will select based on the Campaign on the Proposal). 



Let me know if you have any other questions!



Thank you,

Susan



 

Corinne Shannon

Susan Ross:

Hi Corinne -- Susan here from Blackbaud :-)



Your question makes sense!



On that particular panel, when it is filtered by Campaign, I believe it is only possible to filter the Gifts columns (Number of Gifts, Amount Received) not the Proposals columns.  In addition, the Total Proposals column is a little tricky because it is actually pulling from the Amount Expected on the Proposal, so keep that in mind.



I'm not sure exactly what you are trying to accomplish, but you might want to try the Proposal Analysis Report, which will let you filter by Campaign (and it will select based on the Campaign on the Proposal). 



Let me know if you have any other questions!



Thank you,

Susan



 

Thanks Susan!