Limit Revenue/Goals for Campaigns/Appeals to current calendar or fiscal year

Our campaign structure is ongoing across years but we have a new revenue goal each year. The new campaign and appeal pages are really helpful but the goal tile isn't useful because it shows revenue for all time. It would be great if we could set to show the revenue for the current year only so we could use that tile to accurately track our current goals. The other tiles can be filtered to a specific time frame but that filter doesn't apply to the progress to goal tile. Either applying that filter to the goal tile, or letting us set up the goal tile separately would make these pages way more useful for our tracking and planning purposes.

  • Ellen Aronson
  • Jul 22 2026
  • Attach files
  • Erika Brathovde commented
    11 Aug 20:06

    Agreed! We're trying to set goals right now and people want to track them in their work center, but since we use ongoing campaigns, it isn't a useful function. We need to be able to add goals for a certain period that is separate from the campaign period.

  • Julie Titus commented
    06 Aug 19:10

    Agreed! The progress to goal feels totally useless as it exists right now.

  • Sosheila Ernestine commented
    05 Aug 09:51

    I agree, leaving it like this does not make sense....