An introduction to Portfolio Management

A donor journey is an automated, stepwise communication path that moves a donor through various stages e.g. initial interest to deeper engagement (e.g., first gift, recurring support, advocacy). The application lets you define who enters the journey, what they experience (emails, tasks, reminders), when those actions occur, and how progress is measured.

With Portfolio Management, you can extend donor journey and start tracking opportunity information on anyone in the journey.  With opportunity tracking, you can assign a probability amount and percent to each contact in the journey, and calculate totals and weighted totals and relevant stats as well as ownership based reporting to help you manage portfolio.