How do I use the Major Giving Portfolio to track action plans?
Overview
The Major Giving Portfolio provides an easy-to-use interface for monitoring your progress with donors and prospects who have Moves Management Action Plans.
Step 1: Access the Major Giving Portfolio
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Navigate to the Major Giving Portfolio section in your system
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Select the portfolio owner whose plans you want to view
Step 2: Review portfolio metrics and filters
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Use the available filters to narrow down the action plans you want to view
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Sort plans according to your preferred criteria (such as ask amount, next move date, etc.)
Step 3: Analyze key effectiveness metrics
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Review the dashboard summary showing portfolio performance
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Identify trends in your fundraising efforts through the visualizations provided
Step 4: Identify contacts needing immediate attention
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Look for highlighted contacts that require follow-up
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Review upcoming and overdue moves directly from the portfolio view
Not quite what you were searching for?
- Navigate back to the Moves Management Resource Index.
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