Hi!
Anyone have any success or good ideas for progress monitoring visualizations in Analytics OTHER than indicators? I want to increase my ink-to-white ratio, and indicators aren't sensible when you have 12+ goals to progress monitor. Would love to see the goal vs. actual listed - but I'm struggling with Analytics.
Thanks!
Hi Angela,
What kind of goals are you trying to monitor?
In this instance, our appeals. We have 3-5 appeals per campaign, and we'd ideally monitor the campaign progress to goal (I'm currently using indicators for that) and appeal progress to goal. I'd love a reference line, a hacked stacked bar, etc, so that I can display the $ to date and the % to goal in the same visual. Too many appeals to use indicators.
I've found that with ticketing we can include a to budget %, and with a little playing, you can do the same thing with appeal and/or campaign goal as well. It definitely works on bar charts. Under categories, add the appeal goal amount as an option, then click on the 123 button, choose the percentage option, then press okay. That worked for me. It will show up as a percentage as seen below (my org doesn't currently have goals set up, so we are at 0%, but it should work if you have a goal set up).
Ok! I need to actually enter fund goals into Tess! Right now they live outside of Tess in an excel file. Though I don't know if changing the format to percentage will display the % to goal, I would still need to get the formula (actual/goal) to get the % to goal. I changed the number formatting on the dummy one provided by Tess and it's pretty bogus.
8561.20DEVOMonthlyReport.dash Take a look at this dash - it has some of the calculations for which you are looking.
Thank you!