Progress to Goal

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!

Parents
  • This is a great discussion.  Has anyone worked out or thought about dealing with Monthly Campaign Goals that are not uniform.  That is the goal might be one dollar amount one month because that is a busy month and another amount because that month is a less busy month.  I could see that taking the Campaign Goal and dividing by 12 might be helpful if the values were equal every month.  However, I'm being asked to consider the non-equal variant of the Monthly question.

  • Tom - that sounds challenging!

    We only have four campaigns per year, and two we don't actively progress monitor, but we do have multiple funds throughout the year. Because of this thread (thanks team!) I was able to develop a viz that displays our ytd total, goal, and % to goal for our appeals even though they have different goals. I used the Fund Goal Amount data field to display goal, and the % to Goal is a formula with the results displayed as a percent: [YTD Total] / [Goal]. 

    But this doesn't answer your question about campaigns. Does the relevant data present itself elsewhere in Tess? You could certainly draft 12 small bar charts in a dashboard to cover the variance per month, but that sounds fussy. 

Reply
  • Tom - that sounds challenging!

    We only have four campaigns per year, and two we don't actively progress monitor, but we do have multiple funds throughout the year. Because of this thread (thanks team!) I was able to develop a viz that displays our ytd total, goal, and % to goal for our appeals even though they have different goals. I used the Fund Goal Amount data field to display goal, and the % to Goal is a formula with the results displayed as a percent: [YTD Total] / [Goal]. 

    But this doesn't answer your question about campaigns. Does the relevant data present itself elsewhere in Tess? You could certainly draft 12 small bar charts in a dashboard to cover the variance per month, but that sounds fussy. 

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