Portfolio Report complete reference

Follow

In this article:

What is a Portfolio Report?

The Portfolio Report returns any plan on which the selected fund raiser holds a primary manager, secondary manager, or WFAA solicitor role.


Development staff can use this report to view their assigned portfolio. The many useful data points (including capacity, likelihood, recent giving, opportunity information, and next/last interaction) assist ad hoc portfolio maintenance and prioritization.

RELATED REPORTS

If you wish to view your qualification portfolio to prioritize unassigned prospects for cultivation, use the Qualification Report.

How to access the report

  1. Log in to ABE CRM
  2. On the navigation bar, click WFAA Reports
  3. Click DEV – Prospect – Portfolio 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 Plan Manager
  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:

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.

Plan names follow a standard organizational syntax: [SITE] [DOD/QUAL/BLANK] [Plan Type]. Examples:

  • LET KATIER Major Gift
  • EGR BRADG/RUSSA Gift Planning
  • MED GILLIANF Major Gift

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.”

Fund Raiser Role

Indicates the DoD's role assignment on the plan (e.g. Primary Plan Manager, Secondary Plan Manager, Secondary Solicitor).

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.

Opportunity Status

If an Opportunity exists on the plan, the status of that Opportunity is shown; otherwise the field will be blank. Possible values include: Qualified, Response Pending, Accepted, Rejected, Canceled.

Filter by ‘Qualified’ status to look only at the projected future pipeline of solicitations; or by ‘Response Pending’ to view only those asks already made and awaiting a response; or by ‘Accepted’ to see if any plans can be made historical – and whether a new plan should be added for the next solicitation.

Opportunity Fields

The remaining opportunity-related fields are valuable for reviewing and maintaining the quality of a development officer’s opportunity pipeline information. For instance, a DoD can review the projected pipeline––to ensure it reflects the most accurate forecast of upcoming asks––by focusing on the expected ask amounts and dates; similarly, a DoD can review actual ask amounts and dates ensure the solicitation pipeline reflects an accurate version of past development activity.

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