Your Proposal Pipeline dashboard shows a timeline of proposals according to their status (e.g., being developed, pending response, etc.). The dashboard plots proposals along the timeline according to the proposal ask date, with an Action Required? indicator designating proposals that are either past due (in the case of those being developed) or where there has been no activity for 18 months (in the case of “pending” proposals).

Proposals are plotted along the timeline in bands indicating the proposal's expected amount. Each giving band section includes the number of asks and total dollars at the left. Moving the cursor over these sections or the top Totals indicator reveals breakdowns of all proposals according to unit. Filters can be used to view proposals by unit or by solicitor, and results can be downloaded in a CSV file.

To learn more about Clarity, take a look at our help center's dedicated collection of articles! For any other questions, reach out to genius@evertrue.com.