Key Performance Indicators

With Key Performance Indicators (KPIs), you can quickly check the performance of certain aspects of your fundraising efforts. When you associate a KPI with a defined goal on a fundraising purpose or designation, the KPI displays automatically in the Details view on the corresponding record’s Goals tab.

You can also can create KPI instances such as “Total Revenue for a Purpose” or “Total Count for a Purpose” that can be viewed on a KPI dashboard rather than on the purpose itself. These KPIs enable you to filter on all aspects of your fundraising purposes so, for example, you can create a KPI to show the total amount raised for a purpose by a business unit or school, depending on the information you track in the Report code fields.

You can create processes to specify how often a KPI will be updated with the latest information.

Note: When you build a KPI directly from a fundraising purpose or designation page, the program filters the available KPI instances to include only those used in that context. However, when you build a KPI from the KPI Instances page in Analysis, be sure to select a designation or purpose goal. For example, if you are configure a KPI for the Annual Fund, and this fundraising purpose is the root of a hierarchy, you would select a “Purpose goal” type so the KPI will appear in the Details view of the fundraising purpose page. In this case, if you chose a “Designation goal” type, the KPI would not appear on the fundraising purpose page, although it would be available on the KPI Dashboard.