Progress to Goal

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. 

Have you looked at the Tessitura sample dashboards? I'm fond of the Fund Progress widget in the Contribution Income dashboard. 

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). 

I don't usually look at the sample boards because they tend to be bogus data or empty. But, I see the formula they used. I can try to replicate - thanks for the suggestion!

The missing piece is labeling both $ and %...if only we could edit tool tips, I could include it in there!

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. 

I have found that typically you just need to adjust the dashboard level filters on the sample boards to get accurate data, but regardless they're a great source of formula and visualization inspiration!

Turning on value labels gets you halfway there!

8561.20DEVOMonthlyReport.dash Take a look at this dash - it has some of the calculations for which you are looking.

Thank you!

Something i stole from Christopher Cuhel's dynamic pricing dashboard is highlighting a cell when it gets to a certain % of total. Eg: 80-90% is yellow and 90-100% is red. It can really draw the eye to important tasks in an otherwise complex widget.

Here's my seat revenue pivot 

Our Marketing team really loves that coloration. I also added a coloration to the section count because sometimes a section would meet the threshold for a dynamic price increase, but it was only one seat. The way I colored it was this:70-80% is yellow to advise the potential is getting close on a section for a price increase. 80-90% is green to advise that that section is now in the threshold and ready for an increase. The section count of 1 seat is read to make it very obvious.

Thanks - I'm not using a pivot so I won't be using this tip this time but I appreciate the note! We're going for a quick read, so I'd like to stick with bar or column charts. But I have used conditional colors on our plans dashboard!

(Also if we're talking color, I try my hardest to avoid using red. In my experience, users get anxious when they see red. If people request a stop light color palette, I like using yellow, green and blue (blue meaning goal is exceed) unless I have color blind users, then I use a color blind friendly palette.)

Interestingly we've been having this discussion over at the analytic coffee group.

https://community.tessituranetwork.com/topical_groups/analytics-coffee/f/discussions/23428/picking-great-colors-for-your-visulization-can-make-the-difference-between-confussion-and-clarity

There was a great article in one of the last PASS newsletters https://www.tableau.com/about/blog/2019/9/3-storytelling-color-tips-improve-your-data-visualization

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.