Designing an Excel-lent Prospect Management Revamp

An effective prospect management system enables development teams to better collaborate, make data-driven decisions, and predict outcomes. But without all the right elements, these systems break down, data becomes unreliable, and great prospects slip through the cracks. Emily Kahn and Mikhaila Eller joined Yale University in 2024 with a charge of revitalizing prospect management, which had not had full-time staffing since 2022. Drawing on their experiences as a case study, this session will cover the key components and indicators of a high-performing prospect management system; signs that your prospect management system needs a tune-up or a full overhaul; tips for navigating organization-wide changes; and how advanced Excel skills can be an essential tool for implementing change - even in the age of AI and PowerBI!