To set a donation opportunity forecast:
1.Open Customer Services from the Desktop.
The Customer|Search page appears.
2.Search for and select the customer that you want to apply a donation forecast to.
The Customer|Basic page appears.
3.Select the Opportunities tab.
The Customer|Opportunities page appears.
4.Click 'Add Opportunity'.
5.Complete the following fields:
a.Fund: Click  to search for the fund that you want to apply the opportunity to.
b.Appeals: Click to search for the appeal that you want to apply the opportunity to.
c.Solicitor Customer: Click to search for the person who will be actively soliciting the donation.
d.Staff Customer: Click to search for the staff member who will be handling the solicited donation.
e.Type: Enter a categorization for the opportunity.
f.Confidence: Indicate the level of confidence, as a percentage (without the % symbol), that you have in the customer opportunity becoming a donation.
g.Details: Enter any relevant information pertaining to the opportunity.
h.Association: Select a relationship between the opportunity and the customer who is being solicited for the donation, so that customers can more accurately be targeted for marketing purposes.
For more information, refer to Customer Associations and Message Sources.
6.Click 'Add Forecast'.
7.Complete the following fields:
a.Date: Click  to select the date when you expect the donation to be asked for ('Ask Amount'), when the date the donation was promised ('Expected Date') and/or when the date that the donation was received ('Projected Date').
b.Plan Amount: Enter the monetary value that you anticipate the customer will donate.
c.Ask Amount: Enter the monetary value that you will be asking the customer to donate.
d.Expected Amount: Enter the monetary value that you have been promised by the customer.
e.Projected Amount: Enter the monetary value that you have received from the customer.
8.Optionally, you can distribute the donation opportunity forecast over the course of a number of months.
To distribute a forecast:
a.Click 'Monthly Distribution'.
The Monthly Distribution window appears.
If forecasts have already been set against the customer, all of the completed fields will be populated with the total values that appear in the blue header row.
b.Plan Amount: Enter the total monetary amount that you want to anticipate the customer will donate over the course of the defined months.
c.Ask Amount: Enter the total monetary amount that you will be asking the customer to donate.
d.Expected Amount: Enter the total monetary amount that you have been promised by the customer.
e.Projected Amount: Enter the total monetary value that you have received from the customer.
f.Date: Click to select the date when you want to start the monthly forecast distribution.
g.Over How Many Months: Enter the number of months that you want to distribute the 'Total Goal Amount', 'Total Goal Count' and 'Total Goal Expenses' across.
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Caution
If forecasts have already been set, in the Opportunity Forecasts section of the page, the information entered in the Monthly Distribution window will overwrite them.
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h.Click 'OK'.
If the 'Plan Amount', 'Ask Amount' and 'Expected Amount' and/or 'Projected Amount' cannot be evenly divided by the number of months that the goal is distributed across, the remainder will be added to the last month.
9.Click 'Apply'
A window confirms that the customer was updated.
10.Click 'OK'.
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