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
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  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
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  4. Click Save
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
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  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
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  5. Click Save