Advancement

Quick results Clear

Proposal · {{ s.name }}

Gift · {{ s.name }}

Log contact report

Jag Assist

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My follow-ups

All tasks →

Recent activity

My portfolio by stage

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Needs attention

Assigned constituents with no contact in 120+ days

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Constituent	Type / Constituency	Officer	Stage	Capacity	Lifetime	Last gift	Last contact
{{ r.name }} {{ r.city }}	{{ r.type }} {{ r.constituency }}	{{ r.officer }}	{{ r.stage }}	{{ r.capacity }}	{{ r.lifetime }}	{{ r.lastGiftAmt }} {{ r.lastGiftDate }}	{{ r.lastContact }}

← Constituents

Email · {{ d.email }}

Phone · {{ d.phone }}

Officer · {{ d.officer }}

Next step · {{ d.nextStep }}

Log contact

Visit brief

New proposal

Giving by fiscal year

Latest contact reports

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Interests & designations

Open tasks

Date	Designation	Type	Appeal	Receipt	Amount
{{ g.date }}	{{ g.fund }}	{{ g.type }}	{{ g.appeal }}	{{ g.receipt }}	{{ g.amount }}

{{ n.type }} {{ n.date }} · {{ n.author }} {{ n.tagText }}

Quick note

Save contact report

Saved reports are visible to the constituent's officer team and count toward monthly contact goals.

{{ p.probability }} likelihood

Stage · {{ p.stage }}

Expected close · {{ p.close }}

Officer · {{ p.officer }}

Last moved · {{ p.moved }}

Relationships

Recognition & engagement

{{ s.count }} proposals · {{ s.weighted }} weighted

Proposals in market

Constituent	Designation / purpose	Officer	Stage	Close	Ask	Weighted
{{ p.donor }}	{{ p.fund }} {{ p.purpose }}	{{ p.officer }}	{{ p.stage }}	{{ p.close }}	{{ p.ask }}	{{ p.weighted }}

Gift register · newest first

Date	Donor	Designation	Type	Amount
{{ g.date }}	{{ g.donor }}	{{ g.fund }}	{{ g.type }}	{{ g.amount }}

{{ fyLabel }} by designation

Pledge balances

of {{ p.total }}

{{ t.type }} · {{ t.dueLabel }}

Progress to goal · {{ fyLabel }}

of {{ fyProgress.goal }} goal · {{ fyProgress.pctText }}

Cash received by month · {{ prevFyLabel }}

Full fiscal year, July through June. The two navy bars at right are {{ fyLabel }} months closed to date, for comparison.

Lapsed & at-risk donors

Donor	Status	Last gift	Lifetime
{{ r.name }} {{ r.officer }} · last contact {{ r.days }}	{{ r.status }}	{{ r.lastGift }}	{{ r.lifetime }}

Appeal & channel performance

Dollars, gift count and average gift by source, {{ prevFyLabel }}–{{ fyLabel }}.

{{ a.name }} {{ a.amt }} · {{ a.gifts }} gifts · avg {{ a.avg }}

Pipeline velocity

Average days since a proposal last changed stage. Anything over 60 days needs a move.

{{ v.stage }} {{ v.count }} · {{ v.amt }} · {{ v.avgAge }} avg

Largest gifts · {{ prevFyLabel }}–{{ fyLabel }}

Donor	Designation	FY	Amount
{{ g.donor }}	{{ g.fund }} {{ g.date }} · {{ g.type }}	{{ g.fy }}	{{ g.amount }}

Giving by school & unit · {{ prevFyLabel }}

{{ c.name }} {{ c.amt }} · {{ c.donors }} donors

Donor pyramid

Donors and dollars by giving level, lifetime.

{{ p.band }} {{ p.donors }} · {{ p.amt }}

Officer performance · {{ fyLabel }} to date

Officer	Team	Portfolio	Visits	Asks made	Committed	Goal	Pace
{{ o.name }}	{{ o.team }}	{{ o.portfolio }}	{{ o.visits }}	{{ o.asks }}	{{ o.committed }}	{{ o.goal }}	{{ o.pctText }}

Corporate & foundation partners

Organization	Focus	Stage	Lifetime	Open ask
{{ c.name }}	{{ c.focus }}	{{ c.stage }}	{{ c.lifetime }}	{{ c.open }}

Retention & pipeline health

Jag Assist

Reads your records · can take actions

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Reading records…

Ask

Visit brief

Talking points

Last three contacts

Print brief

Log contact report

Constituent

Contact type

Summary

Next step · creates a task

Leave blank to log the contact without a follow-up. Tasks appear on your dashboard and in Tasks.

Cancel

Save report