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Pipeline report samples?

  • 1.  Pipeline report samples?

    Posted 9 days ago
    I searched our document archives and libraries and could not find any samples of Pipeline reports.  We are developing a new Pipeline report and it would be great to see what other institutions have done.

    If anyone has a copy of their Pipeline report (or screenshots of a Pipeline report dashboard) they'd be willing to share, I would sincerely appreciate it!

    Thank you!

    ------------------------------
    Eric Valdescaro
    Senior Director, Advancement Services
    University of Memphis
    eric.valdescaro@memphis.edu
    ------------------------------


  • 2.  RE: Pipeline report samples?

    Posted 9 days ago
      |   view attached
    Hi Eric,
    here is what our Proposal Pipeline report looks like, and a simple chart that we build in Excel.
    Gwen



    Attachment(s)



  • 3.  RE: Pipeline report samples?

    Posted 6 days ago
    Thanks Gwen!

    ------------------------------
    Eric Valdescaro
    Senior Director, Advancement Services
    University of Memphis
    eric.valdescaro@memphis.edu
    ------------------------------



  • 4.  RE: Pipeline report samples?

    Posted 3 days ago
    Hello again,
    Is anyone else willing to share their Pipeline report?  Have only received one from Gwen.  It would be helpful to have more examples!  Thanks in advance!

    -Eric

    ------------------------------
    Eric Valdescaro
    Senior Director, Advancement Services
    University of Memphis
    eric.valdescaro@memphis.edu
    ------------------------------



  • 5.  RE: Pipeline report samples?

    Posted 3 days ago

    Hello Eric,

     

    I hope you are doing well.  We use BB Fundraiser Performance Management (FPM) – the product formerly known as Reeher to assist us in prospect management.  This tool has a number of near real-time viewports that can be added to dashboards to monitor your pipeline activity.

     

    Some examples:

    • Ask amount comparison (Y over Y)
      • Breaks proposals into bands based on value.  Displays # proposals in each band asked and granted each year.
    • Ask amount and Granted amount by month – looks at cumulative proposals for month and cumulative MG resulting from proposals during the same month
      • Of course there is no expectation to close the same proposals each month, but with a full pipeline, the granted side should be consistently higher than without a full pipeline.
    • Granted status by expected date – granted proposals by date expected
    • Longest open proposals – what proposals are stuck in the pipeline without movement?
    • Proposal activity by school/unit – breakdown by school/units
    • Proposal status by expected date – mapping out future expectations
    • Proposal TYPE performance – proposals categorized by purpose/type – how many submitted/declined/granted
    • Proposal Yield, less than/more than asks
    • Proposal volume by month

     

    Any several others.  These are very useful to our prospect management team to keep the pipeline flowing.  FPM has really allowed us to provide great results with a small team.

     

    Michael

     

     

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    Michael S. Dotson, PhD, bCRE-Pro (he/him/his)

    Senior Director of Information and Data Services

    Philanthropy & Alumni Engagement

    AUGUSTA UNIVERSITY

    1120 15th Street AD-1119

    Augusta, GA 30912

     

    t: 706-721-0063

    augusta.edu    augustahealth.org

     

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  • 6.  RE: Pipeline report samples?

    Posted 3 days ago
      |   view attached
    Hi Eric, 

    Attached is one we use in Power BI.

    --
    Dan Snyder (he/him)
    Director of Advancement Services 
    Office of Institutional Advancement 

    Bennington College 

    One College Drive 
    Bennington, VT 05201 
    Office: +1 (802) 447-4238

    The World Needs More Bennington 
    The Bennington campaign aims to raise $150 million in support of students, faculty and renewing the campus with a focus on building the endowment for Field Work Term, financial aid, the Writing Seminars, and Public Action.

    To make a secure online gift click hereOr, for more information on ways to make a gift, including stock transfer instructions, please visit our website.



    Attachment(s)

    pdf
    proposal-pipeline-public.pdf   1.07 MB 1 version


  • 7.  RE: Pipeline report samples?

    Posted 3 days ago
    Thanks Dan, this is really helpful.  We're using Power BI too!

    Best,
    Eric

    ------------------------------
    Eric Valdescaro
    Senior Director, Advancement Services
    University of Memphis
    eric.valdescaro@memphis.edu
    ------------------------------



  • 8.  RE: Pipeline report samples?

    Posted 3 days ago
    Thanks Michael.  Right, I used Reeher while at Cal Lutheran and agree, even then it had helpful insight.

    -Eric

    ------------------------------
    Eric Valdescaro
    Senior Director, Advancement Services
    University of Memphis
    eric.valdescaro@memphis.edu
    ------------------------------