Qualification Report complete reference

Follow

In this article:

What is a Qualification Report?

The Qualification Report returns any unassigned plan on which the selected development officer owns a past or future step.

DoDs and development support can use this report to view and maintain their qualification portfolio, and to prioritize unassigned prospects for future qualification and cultivation.

RELATED REPORTS

If you wish to view your assigned portfolio to assist prioritization and maintenance, use the Portfolio Report.

How to access the report

  1. Log in to ABE CRM
  2. On the navigation bar, click WFAA Reports
  3. Click DEV – Prospect – Qualification Report
  4. If necessary, select the applicable Plan Group – To see all plans, select “All Plans” (most plans do not have a Plan Group associated with them)
  5. Select the Fundraiser
  6. Select whether or not to Include Preferential Seating Gifts (only affects data pertaining to “Recent Gift to UW” columns)
  7. Select applicable Unit (only affects data pertaining to “Recent Gift to Site” columns)
  8. Select applicable Department (only affects most recent giving to Site columns)
  9. Select applicable Prospect Status
  10. Select Excel Ready Formatting
  11. Click View Report

How to interpret the report

What is included in the Qualification Report?

The Qualification report outputs all unassigned plans on which a specified development officer owns a future (or past) step, including but not limited to the following fields:

Conversation

Designed to help guide conversations about qualification activity. Possible outputs include:

  • Deceased – Mark Plan Historical
  • Potential DoD Assignment
  • Include “QUAL” in Plan Name
  • Overdue Pending Step
  • No Pending Step
  • QUAL Plan

Lookup ID

The unique ABE CRM ID.

Deceased Flag

A Y/N indicator. Unless actions must still be taken, plans on deceased prospects should be made historical.

Region

The geographic region as defined by address and the ABE regional definition. See the Region area on Connect for more details.

Plan Name

The name of the plan and a hyperlink to the plan in ABE CRM.

All active QUAL plans (i.e. unassigned with a pending step) follow the same organizational syntax: [SITE] [QUAL] [Plan Type]. The insertion of ‘QUAL’ (rather than the DoD name) indicates that a DoD is not yet formally assigned to the plan. This is because the relationship is still in the qualification stage—interest and capacity have not yet been confirmed. For example, a plan named “EDU QUAL Leadership Annual Gift” indicates that a DoD is actively qualifying a prospect for a LAG gift to Education. Once a DoD completes qualification, ‘QUAL’ is either replaced by the DoD’s name (to move forward with cultivation) or taken out completely (if putting back in the unassigned pool).

See Research & Prospect Management’s Plan Names overview for more information.

Plan Group

While uncommon, the plan group feature allows DoDs to view plans that have specific attributes associated with a WFAA initiative – i.e.: “Legacy Project” or “LET A-RATED Project.” Selecting “All Plans” will allow you to see active unassigned plans that fall under the chosen parameters. Checking only a specific Plan Group will limit the output to only plans that contain the selected attribute.

Planned Gift/Interest

A “Y” will populate under the “Planned Gift” column if the constituent has a planned gift on record. A blank field indicates that the constituent does not have a planned gift on record.

A “Y” in the “Planned Gift Interest” column indicates that the constituent has responded positively to a planned giving survey question.

Prospect Status

Indicates whether a constituent is a VIP-Level prospect or has been marked as “Not a Prospect.”

Plan Type

The Plan Type - such as Major Gift, Leadership Annual Gift, or Gift Planning - indicates the intended and current type of development activity with the prospect. See Research & Prospect Management’s Plan Type overview for more information.

Plan Stage

Indicates where the plan falls on the Advancement Continuum, based on most recent contact report associated with the plan.

Plan Site

The WFAA site to which the plan is attached.

Ind. Gift Capacity Rating

Returns the Individual Gift Capacity Rating, which is based on an estimate of a prospect’s ability to give a gift of a certain size, payable over a five-year time frame. See Research & Prospect Management’s Capacity Overview for more detail.

HH Gift Capacity Rating

Returns the Household Gift Capacity Rating, which is based on an estimate of a household’s ability to give a gift of a certain size, payable over a five-year time frame. See Research & Prospect Management’s Capacity Overview for more detail.

Recent Gift to UW (Amount, Date, Site)

Returns details related to the most recent gift to WFAA.

Recent Gift to Site (Amount, Date, Site)

Returns details related to the most recent gift to the unit selected in the report parameters.

Likelihood MG Rating

Returns the predictive model rating bucket (e.g. 1 Top 0.1%, 2 Top 0.25%, etc.) that indicates a prospect’s likelihood to make a $25,000+ gift. See Research & Prospect Management’s Likelihood Overview for more detail.

Likelihood LAG Rating

Returns the predictive model rating bucket (e.g. 1 Top 0.1%, 2 Top 0.25%, etc.) that indicates a prospect’s likelihood to make a $1000-$24,999 gift. See Research & Prospect Management’s Likelihood Overview for more detail.

Likelihood PG Rating

Returns the predictive model rating bucket (e.g. 1 Top 0.1%, 2 Top 0.25%, etc.) that indicates a prospect’s likelihood to make a planned gift. See Research & Prospect Management’s Likelihood Overview for more detail.

Composite Priority Score

A combination of likelihood and individual gift capacity intended to help a user prioritize a prospect among a group of prospects. Higher Composite Priority Scores should be prioritized first.

Last Step Fields

Displays details related to the last completed step on a plan. If no step has been completed on the plan, the fields will be blank. Only contact reports will be returned by these fields.

Next Step Fields

Displays details related to the next step on a plan. All step types (including staff tasks) will display in these fields. If these fields are blank, then no future step exists on the plan.

 

Downloadable PDF

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk