Raiser's Edge Prospect Pipeline Report Template

Cathy Kollar

Does anyone have a Prospect Pipeline Report template? We would like to track potential major donors without creating a proposal until they have been qualified. We could use help identifing the fields to populate a Pipeline Report.

Melissa S Graves

I am not sure what you really want. I would just have a code somewhere of "to be qualified" - maybe prospect status to help you identify those who are in the qualification stage. I do not know what pipeline stages within that that you would need to track or what fields you would need to show on a report about them. Can you give more detail on what you were thinking?

Cathy Kollar

Hi Melissa,

Thank you for your reply! We are trying to define which information should be tracked.We would want to track the following:

Donor Type, Last Gift Amount, Potential Gift amount, Prospect Status and when to move to the next status level, Area of Interest, Next Step and if there is anything else we should be tracking please advise, I don't want to leave important information off of a report. 


Thanks so much,

Cathy