If you assign relationship managers to donors, you can run reports to:
Find high-capacity donors who aren’t assigned a relationship manager
View a list of donors assigned to any or specific relationship managers
Monitor portfolio size and capacity to make sure it’s manageable
Help relationship managers review their portfolio
Start with a report template such as High Potential Donors and include the Relationship Manager filter. Or, create a new report and include the Relationship Manager filter and other filters such as Generosity and Engagement Score.
In this article:
Report on Donors Without a Relationship Manager
To run a report that identifies high-capacity donors without a relationship manager:
Include the Relationship Manager filter.
Select Is Empty.
Click And.
Include the Generosity filter and select one or more options such as Hot or On Fire.
Click OK.
Report on Donors Assigned to a Relationship Manager
Group the results of this report by relationship manager to see the portfolio size. You can also add columns for fields you use to track giving capacity, such as Generosity.
To run a report that identifies high-capacity donors assigned to a relationship manager:
Include the Relationship Manager filter.
To view all constituents assigned to any relationship manager, select Is and keep the text box empty.
To view constituents assigned to only certain relationship managers, select Is and select the relationship managers.
To group the list by relationship manager, click Add Column and select Relationship Manager. The number of assigned constituents in each portfolio appears next to the relationship manager’s name.
To view the giving capacity for each constituent, add columns for the fields you use to track giving capacity.