Prospect Manager Scorecard report

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Priscilla Jayaprakash
Priscilla Jayaprakash
Ninth Anniversary 5 Likes First Comment Facilitator Level 1
in Blackbaud Raiser's Edge NXT®: General Discussion
We are wondering how other organizations track prospects in a particular (prospect status) during a time frame? We find this challenging because the prospect status does not have a date field. So, if a prospect moved from Cultivation to stewardship prospect status during the month of July 2017, how can i count the number of prospects in Cultivation phase during the month of July? How do other organizations handle this? We are hosted so we don’t have access to the database.
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  • Joshua Bekerman bCLO bCRE
    Joshua Bekerman bCLO bCRE
    Tenth Anniversary 500 Likes 500 Comments Name Dropper
    We haven't figured this out yet but I've seen this discussed before and some orgs use Actions and create some kind of report or Excel to figure out the time spent in prospect status.  We don't have NXT but I think there is some built in functionality for this.
  • Jen Claudy
    Jen Claudy
    Tenth Anniversary 1,500 Likes 1000 Comments Name Dropper
    Josh is right, there is an NXT feature for this.  I don't know that you can report out on that data (yet), but you can see when the Status changed on the Constituent Record, how long they were at each Status, who made the change, and any comments added when the Status was changed.  The DBA can enter a timeframe for each Status, and when a Constituent has been in a Status for more than that timeframe, an alert will appear at the top of the record (and I think in the Work Center).
  • Priscilla Jayaprakash
    Priscilla Jayaprakash
    Ninth Anniversary 5 Likes First Comment Facilitator Level 1

    Joshua Bekerman bCRE:

    We haven't figured this out yet but I've seen this discussed before and some orgs use Actions and create some kind of report or Excel to figure out the time spent in prospect status.  We don't have NXT but I think there is some built in functionality for this.

    Thank you for your suggestion.

  • Priscilla Jayaprakash
    Priscilla Jayaprakash
    Ninth Anniversary 5 Likes First Comment Facilitator Level 1

    Jen Claudy:

    Josh is right, there is an NXT feature for this.  I don't know that you can report out on that data (yet), but you can see when the Status changed on the Constituent Record, how long they were at each Status, who made the change, and any comments added when the Status was changed.  The DBA can enter a timeframe for each Status, and when a Constituent has been in a Status for more than that timeframe, an alert will appear at the top of the record (and I think in the Work Center).

    Thank you. 

  • Alexandra Blasy
    Alexandra Blasy
    Tenth Anniversary Name Dropper Photogenic First Comment

    Do you know if a feature exists yet to report on changes to the Prospect Status comments?

  • Karen Diener 2
    Karen Diener 2 Community All-Star
    Ancient Membership 1,000 Likes 500 Comments Photogenic

    No, you still cannot extract any data related to Prospect Status, dates or comments. Those functions are built exclusively in webview so they do not write back to database view in any way. I don't believe those fields are available in webview's report builder either - possibly if you have insight designer, but I'm not sure.

    Karen

  • Daniel R. Snyder
    Daniel R. Snyder Community All-Star
    Ninth Anniversary 1,000 Likes 500 Comments Name Dropper

    @Alexandra Blasy while you can see how long someone was in a status, in terms of reporting on that time the solution @Joshua Bekerman bCLO bCRE suggested is probably the best bet.

    We have also built out a process like this using Power Automate and Power BI. Here is my post on that process.

  • Jennifer Vincent
    Jennifer Vincent
    Eighth Anniversary 250 Likes 100 Comments Photogenic

    Hi @Priscilla Jayaprakash for a while I was using Actions to track status moves, but that was a cumbersome process. NXT allows for a date and a comment, but you can't pull that out via web- or database-view. Eventually, I created an Excel spreadsheet for our 10-15 frontline officers and would do exports of statuses to look for changes, then manually add dates in. It was deemed “essential” for the reviews - so it took time and effort. UGH!

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