Recording Opportunities
Opportunities for funding are requests for financial support that follow a predefined set of steps. In a donor management system, you can record these opportunities against organizations or individual contacts and track them through each stage of the funding process.
Monitoring Progress
Many systems provide tools to visualize the progress of funding opportunities, such as Gantt charts or progress bars. Color-coded progress indicators reflect the status of each opportunity and highlight approaching target dates, helping your team spot potential delays or issues early.
Benefits of Tracking Funding Opportunities
- Coordinate efforts to secure financial support more efficiently.
- Identify bottlenecks or delays in the funding process.
- Make informed decisions about your funding strategy based on real-time data.
To adapt these features for your organization, visit the Prospect Settings page.
