Dashboard to display goals by month (not standard annual) so you can run a monthly report and see the results against a monthly goal.
We would like to have monthly goals by fund also... similar to FE's budget by month..
How would this work - would it divide up your goal into 12 equal parts? not sure I would want it to do that.
This is what Fund, Appeal, or Campaign Goal Summary Reports are for.
But it only shows the full goal - I think this suggestion is to show monthly or YTD goals instead of just a single overall goal.
Ahh...yes, Melissa. I defer. Ignore my response, Anonymous.
We'd like to add monthly goals by Fund code like the Overall Goal that currently exists. And be able to report monthly progressed based on those goals.
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We would like to have monthly goals by fund also... similar to FE's budget by month..
How would this work - would it divide up your goal into 12 equal parts? not sure I would want it to do that.
This is what Fund, Appeal, or Campaign Goal Summary Reports are for.
But it only shows the full goal - I think this suggestion is to show monthly or YTD goals instead of just a single overall goal.
Ahh...yes, Melissa. I defer. Ignore my response, Anonymous.
We'd like to add monthly goals by Fund code like the Overall Goal that currently exists. And be able to report monthly progressed based on those goals.