Currently, our team uses Opportunities/Proposals to track fundraisers to goal (which is our budget). However, there is no way to see goal vs actualized, as we can't cross these data points (Gifts and Opportunities).

For example:

• Our fundraiser is expected to bring in $10K from expected gifts in July.

• $7K comes in from July's expected gifts.

• We expected a $5K gift to come in September, but it was actualized in July.

• The fundraiser is credited with $12K received in July (Gift Data) and $7K (Opportunity Data).

  • So they are deficient $5K for July, even though another donor they were working with gave early, bringing them to meet their goal.

I'd like to be able to quickly see in Insights TOTAL OPPORTUNITY vs TOTAL GOAL by Month.