Ask Pipeline Dashboard
The "Ask Pipeline Dashboard" provides a high-level view of the fundraising opportunities being tracked on your Ask Boards. It allows you to compare the size, activity, and distribution of multiple Ask pipelines without opening each Ask Board individually.
At the top of the Dashboard are five columns, each with a dropdown where you can select the Ask Board you want to review. You can compare up to five Ask Boards side by side. Once you select a Board, DonorDock displays the same set of Ask metrics for those Boards.
Select Ask Boards to Compare
Use the dropdown at the top of each column to select an Ask Board. Once selected, the column displays summary information for the Asks currently tracked on that Board. Because each selected Board displays the same metrics in the same order, you can scan across the columns to quickly compare the size and activity of each pipeline.
Total Ask Amount
"Total Ask Amount" shows the total value of the Asks represented on the selected Ask Board.
This provides a broad view of the amount currently represented by the fundraising opportunities on that Board. When comparing several Boards, this metric can help you quickly see which pipelines contain the greatest overall Ask value.
Weighted Ask Amount
"Weighted Ask Amount" shows the weighted value of the Asks on the selected Board.
Weighted Ask Amount shows the adjusted value of the Asks on the selected Board based on the percentage assigned to each Ask Stage. For example, a $10,000 Ask in a Stage weighted at 50% contributes $5,000 to the Weighted Ask Amount. This provides a more conservative view of the pipeline than "Total Ask Amount", which counts each Ask at its full value.
Open Ask Amount
"Open Ask Amount" shows the total amount associated with Asks that are currently incomplete on the selected Board.
When reviewing multiple Ask Boards, this metric can be particularly helpful for understanding how much active fundraising opportunity is currently being worked in each pipeline.
New (Last 30 Days) Ask Amount
"New (Last 30 Days) Ask Amount" shows the total Ask amount added to the selected Board within the last 30 days.
This provides a quick indication of how much new fundraising opportunity has recently entered the pipeline.
Reviewing this metric over time can help your team understand whether new opportunities are continuing to be added. When comparing several Boards, it can also highlight which pipelines are currently seeing the most new Ask activity.
Total Asks
"Total Asks" shows the total number of Ask records on the selected Ask Board.
This counts ask activities, not a dollar amount. Reviewing "Total Asks" alongside "Total Ask Amount" can help explain the pipeline's composition. For example, two Boards may contain a similar total Ask amount, but one may consist of a small number of large Asks while the other contains many smaller opportunities.
Average Ask
"Average Ask" shows the average Ask amount for the ask activities on the selected Board.
A Board with a relatively high average may contain fewer, larger fundraising opportunities, while a Board with a lower average may include more smaller Asks.
Ask Stages
Each Ask Board contains its own set of Stages your organization uses to move an Ask through the fundraising process.
The Ask Pipeline Dashboard breaks the selected Board down by these Stages so you can see not only the overall size of the pipeline, but also where the ask activities currently sit within it.
For each Stage, the Dashboard provides information including:
The total Ask amount represented by the cards in that Stage
The weighted amount represented in that Stage
The percentage of the Board represented by that Stage
The number of Asks currently in that Stage
For example, a Board may have a strong "Total Ask Amount" but show that most of that value is concentrated in an early Stage. Another Board may have a smaller overall pipeline but have a greater portion of its Ask value sitting in later Stages.
The number of Asks within each Stage also adds important context. A large dollar amount may represent many separate ask activities or only a few particularly large Asks.
The "Ask Pipeline Dashboard" shows both the overall value of an Ask Board and how that value is distributed throughout the pipeline. Total Ask Amount reflects the full value of the Asks, while Weighted Ask Amount and the Stage breakdowns provide additional context based on where those opportunities currently sit in the fundraising process.