Managing a Portfolio with Assignments

A gift officer’s portfolio lives in a lot of places until it doesn’t. This session shows how a single Slate dashboard can surface assigned prospects, open opportunities, and progress toward fundraising goals without bouncing between reports. It walks through the quick links and portfolio metrics that answer the questions gift officers ask most, then zooms into the scorecard approach: organization-specific metrics with visual indicators that make it immediately clear what’s on track and what needs attention. From there, it covers the portfolio breakdown tab, which organizes prospects by engagement and cultivation stage and connects those high-level views directly to sortable, filterable records so follow-up takes less digging. Content presented with Miami University of Ohio Advancement and Bates College Advancement.