Has anyone developed a way to report on the number of contacts a team of gift officers has had with donors and prospects? When we used Raiser's Edge, there was a built in Actions Summary Report that listed the number of actions in defined categories that had been recorded by Gift Officers as a team and individually across different plans. Our VP is looking for a way to record and measure how many calls, contacts, meetings, asks, etc the team has made in a particular date range.
Hi Renee,
Have you looked into Plans yet? It sounds like that might work for your needs. Here is the link to more info about Plans:https://www.tessituranetwork.com/en/Support/Training/Intro-Courses/Intro-to-Fundraising/Intro-Plans-Portfolios
Then you can use Tessitura Analytics to measure your Steps in the Plans Cube: https://www.tessituranetwork.com/Help_System/Content/Tessitura%20Analytics/Data%20Dictionary/Plans%20Cube.htm
Hope this helps.
-Dani