The Gift Ask Summary Report provides administrators and managers with a quick tally of all Gift asks logged within a specified timeframe, broken down by team member. This data can be used to evaluate the performance of donor reps and track open major gift solicitations.
These individual Gifts Asks are created in the Gift Ask Pipeline in order to track the journey of a specific gift proposal from the planning to having the gift come through. Read more about the Gift Ask Pipeline and customization here.
To run the Gift Ask Summary Report, simply select a start and end date for the desired reporting time frame.
The report will list all Gift Asks with an Ask Date that falls into that time period. Note that the Ask Date may differ from the date when a Gift Ask was created in Virtuous.
Comments
0 comments
Article is closed for comments.