The Opportunity Pipeline Report

  • NEW REPORT ADDED TO GAIL: With the help of Advancement Services, a new report has been added to GAIL that will help you to more readily access all of your open opportunities! The OPPORTUNITY PIPELINE REPORT can be found within “Fundraising” > “Custom Reports”
    • The report is used to view active opportunities in GAIL; broken out into three tabs to display asks by TEAM and INDIVIDUAL DEVELOPMENT OFFICER
      • Team Opportunity Dashboard Tab – Team Totals by Primary Plan Manager Only
      • Opportunity Dashboard Detail Tab – Individual Totals by Primary Plan Manager Only
      • Prospect Dashboard Tab – Individual Prospects and totals to include Primary and Secondary Plan Managers + Secondary Solicitors (direct links to GAIL provided)
    • Please click here to view the report directly within GAIL
  • RPM REFRESHERS: Join us via Zoom the first Wednesday of each month! Bring questions or ideas, and we’ll be glad to help and listen.