Our accounting office not only gives us an overall fundraising goal to reach for each fiscal year, but also breaks out a total amount to hit for each month.
Our goal totals are in Campaigns and Appeals, but we don't have a great place to enter our monthly breakout. Do any of you do this within Tessitura? We'd like to easily see if we are ahead of or behind the curve.
-- Mike
Hi Mike,
We have our monthly goals in excel, and create excel reports to marry up Tessitura contributions with those goals. Theoretically you could create a custom table and custom reports to handle this in Tessitura; I'm not aware of any stock options.
Megan
Hey Mike!I've set up custom dashboards that report our monthly actuals to goal (as well as YTD to annual goal). We'll have to recreate these, likely with Tessitura Analytics, when Dashboards go away, but they've been working great for our team so far. Just takes access to the TR_DASH_ATAGLANCE_QUERIES system table and some pretty basic copy/paste/adjust numbers SQL. I have zero SQL background and was able to put it together, so it's nothing difficult. Our goals are currently hardcoded, but I'm sure you can have them add up what you have in the system as goals as well with a little tweaking. Happy to share the SQL I used with you if you want to email me cowen@countrymusichalloffame.org.
Mike,Not sure if you all are on v15 and have access to Analytics yet, but if you are, it'd be pretty straightforward to create some "Indicator" widgets that are filtered by month and have the goal amount entered so that, for any given month, your activity against a Campaign or Appeal could be tracked.Thank you,Brian