Create and track goals related to Actions and Opportunities in web view
The Analyze fundraising action and proposals are great, they would be greater if we could apply goals to them so the analyze is comparing to a goal for metrics.
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Nancy Hartman
- Jul 8 2016
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Adding action goals for MGO's
Merged Directors of Development would be better able to gauge activity vs. goals1
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Adding Activity Goals for MGO's
Merged Please consider adding the ability to enter Activity Goals, for specific MGO's, in RE so they can be tracked in NXT. For example, MGO's could then have the ability to view their completed donor visits (and or Actions) in relation to their goals. -
Setting Goals
Merged Currently, in the Goals section - "pledges" as a payment type is not a type that can be used as the numerator to define each fundraiser's goals. This is really a problem for organizations that work primarily on pledges. We as Admins should be able...0
Related ideas
Yes. This is needed as our focus for MGO goals has shifted toward their activities (actions).