Add custom numeric goals to Insight Designer.

There should be a way to compare Action totals to a goal that we have. Currently, you can't bring in a goal total.

  • Reuben Schmitz
  • Apr 27 2021
Data analysis
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  • Cathy Spieth commented
    July 27, 2021 15:20

    I would love to set up a dashboard for significant actions. Significant actions are currently defined in our organization by using categories in combination with types. Meetings (all types), Phone calls (all types), Email (Soliciation type only). The dashboard would include a count of significant actions, goals, and % to goal. This would be ideal!

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  • Nikki Long commented
    May 21, 2021 20:19

    Agreed! I want to be able to add in custom goals by Fundraiser for total solicitor credit and not have it fund/campaign based.


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