Storing goals/using KPIs for designations

Sarah Jane Keefer

We have setup our purpose and designations to be one to one at the recommendation of Blackbaud.  How are others using OOB functionality to roll-up multiple designations/purposes to one goal/KPI.  We currently do NOT use the hierarchy for designations/purposes.

For example, Varsity Baseball has a goal of $1.0 mil for FY20.  There are several designations that roll-up to the overall Varsity baseball goal.  We do not want to set the goal at the individual designation level.

Jason Metcalfe

Hi Sarah Jane,


UBC has customized both our Opportunity records as well as build customizations for tracking and reporting on fundraiser metrics.  Feel free to contact me directly (jason.metcalfe@ubc.ca) and I"m happy to share more about our approach, what works well, and what we would do differently.


Jason



 

Ellen Morrissey

Hi, Sarah Jane,


We created custom designation attributes (with a hierarchy) that allows us to create goals for sets of designations, and for sub-sets, too. It was based on a designation attribute hierarchy we had created in Banner before conversion. We've been using this in CRM for 5 years now, and it works well for us; we found it invaluable when reporting for our most recent campaign. Let me know if you're interested in seeing what it looks like and how we use it.


Ellen

elmorrissey@davidson.edu