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Insights: Tracking Your Goals

How to configure goal tracking within your Avid Insights reporting.

 

Tracking Fundraising Goals with Avid Insights

When reviewing your reports, it’s not just about understanding what’s working and what’s not—you also want to know that you’re on track to hit your fundraising goals by year’s end.

That’s why Avid Insights includes built-in goal tracking within its reports.

Where to Find Goal Tracking

In Avid Insights, navigate to your Overall Program Performance Report and select the Goal Tracking tab. Here, you’ll see progress toward key metrics such as revenue, number of donors, and total donations, measured against your targets on a monthly basis.

This feature helps you monitor your progress and adjust strategies to improve results throughout the year.

How to Set Your Fundraising Goals

When you first access the Goal Tracking tab, you’ll have the option to set your goals. To begin:

  1. Click the Edit Goals button.

  2. You’ll see options for setting personal goals (visible only to you) or organizational goals (visible to your whole team). This flexibility allows you to track your own stretch targets while maintaining broader team objectives.

Smart Goal-Setting with Avid Insights

Instead of manually dividing your annual target by 12—an approach that doesn’t account for seasonal fluctuations—Avid Insights offers intelligent goal-setting methods:

  • Historical Averages: Uses past fundraising trends to distribute your goals based on real donor behavior.

  • Start Slow, Ramp Up Growth: Ideal for aggressive targets, this method anticipates early progress with significant growth later in the year.

Applying and Saving Goals

  1. Enter your fundraising targets (e.g., $5 million revenue, 12,000 new donors, 20,000 total gifts).

  2. Click Apply Goals, and Avid Insights will calculate monthly benchmarks based on your chosen method.

  3. Hit Save, and your reports will update to track actual performance against these targets in real time.

By leveraging Avid Insights’ Goal Tracking feature, you gain clarity on your progress and ensure you’re positioned to maximize fundraising success. Set your goals today and stay on track to achieve the greatest impact for your organization!

 

Ready to Keep Learning? Check out the next article on Insights: Creating a Presentation»