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Viewing a Donor's Yearly Goals

Paige Freeman
  • Updated

When adding a new yearly goal to a donor or prospect, the system validates the uniqueness on org/org unit, Goal Begin Date, Solicitor, Campaign, Appeal, Fund, Expected Donation Type, and Fiscal Year.

To add a yearly goal:

  1. From the Donor Info tab on the Constituent Summary, select Yearly Goals.
    The Yearly Goals page displays, as shown below.
  2. Select +New Yearly Goal. 
    The Add Yearly Goal page displays, as shown below.
  3. Change the Year that the yearly goal is being created for, if necessary.
  4. Select the Expected Donation Type for the donor from the drop-down menu.
  5. If your organization wants to define a goal for the donor for a period of time other than the year specified, then enter the Goal Begin Date and Goal End Date.
  6. Enter the Target Giving Amount for the donor for the year specified.
    The Actual Donation Amount calculates automatically based on donations entered for the donor.
  7. Select Save to save your changes and return to the Yearly Goals page.