Proposals

Imported as a separate, additional CSV file, proposal data is a key piece of information for Gift Officers. Quickly search and filter on your proposals, or drill into a specific proposal to write an interaction to track your progress!

Proposals

Your proposals are rolled up into an easy-to-use table, which can be found as the default screen on the Proposals tab on the lefthand navigation bar. Once in Proposals, you can quickly sort proposals into active and/or inactive through the drop-down above the proposals table (if applicable).

This table will display your institutions imported proposal data. All columns can be sorted in either ascending or descending order, and can also be filtered by ask date, created date, expected date, funded date, and time in stage. Click on the Proposal name to drill into that specific proposal.

Proposal Details View

When you open up any proposal, you will be brought to the detail view, where key information related to that proposal will live. You can also assign a stage to any one of the four amounts you see. So for instance, the "Solicit" stage here has an ask amount of $10,000,000, which is the highlighted amount. I might have another stage called Stewardship, where I highlight the Funded amount of $100,000. You can assign an amount to a particular stage because it is the specific stage that will dictate what amount is highlighted. 

If you do not have an amount assigned to a stage, nothing will be emphasized and the form will resume its default order (i.e. Ask, Original, Expected, Funded). This is an optional feature you can utilize. To set this up, contact your Customer Success Manager or email our support team genius@evertrue.com, who will configure this feature for you. See two examples below!

Proposal Filters

In addition to the Proposals table, there are 5 Proposals filters that can be used: Proposal Ask Amount, Proposal Ask Date, Proposal Status, Proposal Solicitors, and Has Active Proposal (yes/no). Use these filters to narrow down constituents, interactions, or proposals related to that data.

Proposal Interactions

Quickly track progress on a proposal by entering interactions directly on a proposal. To enter an interaction, click the plus sign next to the Activity section of your Proposal. By entering an interaction directly on a proposal, the proposal ID is connected to that interaction, which allows you to easily get this information back into your database. These interactions will also display on the constituent profile, under Interactions.

 

Ready to import a proposals file? Click here for the field guide.