Goals are the cornerstones that enable you to effectively analyze your progress. On the Goals tab of a designation, you can add and manage goals of the designation. Goals are initially named and defined at the highest, or Total level, of a fundraising hierarchy. They can also be defined at the Initiative and Fund/Project/Program level, but only if a goal has first been defined at the Total level. In this way sub-goals can be rolled up as portions of the larger overall goal.
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  1. Go to Fundraising > Fundraising Hierarchies and click on the name of your designation at the Total level
  2. On your designation record, select the Goals tab and click Add
  3. Fill in the name, the goal amount, and a date range over which work will be performed to attain the goal
  4. Click Save
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You can now use this goal as the basis for more granular sub-goals at the Initiative and Fund/Project/Program level of the fundraising hierarchy
  1. Go back to Fundraising > Fundraising Hierarchies
  2. Click the name of your designation at the Initiative or Fund/Project/Program level
  3. Select the Goals tab and click Add
  4. Select one of the goals that you defined at the Total level and enter an amount
  5. Click Save
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