Tracking Fundraiser Goals

Dakotah Stoneking

Hello! Is there any way to track FY AND Quarterly fundraiser goals in RE for Funds? Thank you! (I do not have insight designer).

Marie Stark

@Dakotah Stoneking I believe you can only track the overall amount.

Barbara Kunkel

@Dakotah Stoneking - Each quarter I export the information into excel to keep track of Quarter and YTD goals. I hope someone else has found a solution as well.

Karen Diener

@Barbara Kunkel:

@Dakotah Stoneking - Each quarter I export the information into excel to keep track of Quarter and YTD goals. I hope someone else has found a solution as well.

This is the only way I have been able to do this as well - export to Excel. I cannot think of a possible way to track this entirely within RE. Only an export to another software.

Karen

Amanda Carter

@Dakotah Stoneking

Have you tried this? How to run the Fund Performance Analysis Report

See also: The Reports Guide for RE

The same reports exist for Appeals and Campaigns too. Might be helpful for you and you can export the results to any MS Office format or pdf. Good luck!

Have you tried this? How to run the Fund Performance Analysis Report
See also: The Reports Guide for RE

The same reports exist for Appeals and Campaigns too. Might be helpful for you and you can export the results to any MS Office format or pdf. Good luck!