Set Goals for Officers

Note: Choosing Fiscal Year vs. Calendar Year– If this is your first time setting goals for your gift officers, be sure to go to the Control Panel > Manage Platform > Calendar Year and select to set goals by either fiscal year or calendar year.

  1. Click on Set Officer Goals

  2. Default goals will appear populated with the recommended defaults

  3. You may modify or delete the goals, if appropriate, for your institution

  4. To add an additional goal, click on any goal on the left and it will be added

  5. You will be prompted to add the information necessary to define the goal

  6. More than one goal per Goal Metric can be entered, meaning you can add multiple proposals at different levels (20 Proposals submitted between $25K-$50K, 10 Proposals submitted > $50K

  7. Remove any goals you do not wish to use by clicking on the X related to the goal name

  8. Group Total provides the aggregated total for all Officers in the Peer Group, including unique goals for specific Officers that have been established

Each Officer, within a Peer Group, may be assigned goals that are unique to them. As an example: You may wish to assign a new officer within the Peer Group a lower proposals submitted goal during their first year.

  1. Click on the Edit pencil next to the officer’s name. This opens the list of goals available for configuration.

  2. Edit the goals to the unique situation of the officer selected using the same steps as above.

  3. Save

  4. An Icon will appear next to the Gift Officer’s name indicating it has unique goals.

Contacts - Choose the number and type of contact reports that count toward the goal.

Visits - The number of contact reports submitted in the selected year with a type mapped to "Visit".

First Time Visits - The number of entities with a "visit" contact report entered against them, who have never previously had a visit entered by anyone at your institution.

Proposals Submitted - Number of proposals submitted with an Ask Date in the current year and an Ask Amount in the selected range (Ex: 20 submitted proposals ≥ $25,000).

Proposals Granted - Number of proposals granted with a Granted Date in the current year and a Granted Amount in the selected range (Ex: 10 granted proposals ≥ $50,000).

Proposal Dollars Submitted - The total dollar amount of proposals submitted in the current year. Qualifying proposals have an Ask Date this year. Then the Ask Amount is used to determine the total towards the goal.

Proposal Dollars Granted - The total dollar amount of proposals granted in the current year. Qualifying proposals have a Granted Date this year. Then the Granted Amount is used to determine the total towards the goal. It does not matter what year the proposal was submitted.