Return to Navigation

Setting Intermediate Goals for Events

This section discusses how to set goals or milestones for an event.

Page Name

Definition Name

Navigation

Usage

Event Goals

AV_INTV_EVNT_GOAL

select Contributor Relations, then select Initiatives, then select Event Initiatives, then select Manage Event Initiatives, then select Event Goals

Set intermediate goals or milestones for an event.

Access the Event Goals page (select Contributor Relations, then select Initiatives, then select Event Initiatives, then select Manage Event Initiatives, then select Event Goals).

Image: Event Goals page

This example illustrates the fields and controls on the Event Goals page. You can find definitions for the fields and controls later on this page.

Event Goals page

Upon entering this page, the Financial Goal and % Particptn Goal for the event appear. These goals are defined on the Event Initiative page.

Field or Control

Definition
Target Date

Enter the date by which the goal may be reached.
Goal Type

Select the measurement by which you track the goal's progress. Valid goal types are % Income, Financial, % Participation, Number of Donors, and Number of Volunteers. Your institution can define additional goal types.
Audience

Enter the audience code to which the goal pertains. The field contains a list of all the populations defined by your institution with the type of Segmentation for this initiative on the Audience page.
Amount/Pct/Total

Determine whether you are tracking percentages, amounts, or total numbers and enter the appropriate goal amount.