Add goal tracking at the Fund level

I see that we can create goals in eTap at the Campaign and Approach levels; however, creating goals is currently *not* available at the Fund level.

Due to the way we've defined our funds, campaigns, and approaches, it is most helpful for us to track goals at the Fund level. 

I realize that there are various standard reports at the Fund level (i.e. The Fund Activity Summary), but being able to see actual vs. goal Fund performance in reports as well as within the eTap home page tiles would be very helpful.

Since eTap already allows mapping of Funds to financial accounts or external accounting software, I would think that many other clients would appreciate this feature - not only for tracking Development's real time progress against Fund goals, but also to better facilitate reconciliation between eTap Funds and G/L accounts.

Thanks in advance for your consideration.

  • Guest
  • Jul 24 2017
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  • Steven Senft commented
    August 02, 2017 23:25

    Would love to see this!! It would be so much easier to get a quick glance look at how we are doing at the fund level instead of having to run a report.