- Opportunities by Owner. This is the most frequent view that I use for pipeline meetings. Included fields are Topic, Potential Customer, Sales Stage, Est. Close Date, Proposed Date, Est. Revenue, and Owner.
- Opportunities with Proposals Due. Add fields for RFP Received and Proposal Due dates. Filter by status of RFP Received and sort by Proposal Due date. Great way for quick glance at proposals that are in the works.
- Proposed Opportunities by dollar threshold. Create a dollar threshold for what you consider to be large projects and apply it as a filter along with status of "proposed". You can also sort by value in other views, but using this view allows you to exclude smaller projects and still sort by owner.
- Opportunities by Type. We added a field to show the type of project for an opportunity. This is not a standard field in CRM but quite handy for understanding the breakdown of opportunities and useful for dashboard views as well.
Government grantees will have significant new administrative responsibilities. Many organizations that were tracking grants in spreadsheets or documents will have to adopt more sophisticated automated grant management systems such as Microsoft Grants Manager to keep up with reporting rules.
For profit companies will lose some privacy as a result of this law. Grant recipients will be required to disclose information including officer salaries.
Continued improvements to publishing grant opportunities such as grants.gov may make it easier to find grants. These reforms together are designed to improve the effectiveness of grant prog…