Contributed by: Patti Sperry
This time of year is the beginning of setting goals and projections for Resource Development staff. What is the best way to do this? There are basically 3 ways to get the Goals and Projections on accounts.
The first way is manually one-by-one which would be too labor intensive The second is to run the Mass Assign Goals and Projections report. The third is to spreadsheet the information using the Andar Connector to import the numbers into the accounts. FYI - Two and three can be combined!
Access the menu item "Mass Assign Goals and Projections" from System Admin>Rollover> Campaign Rollover>Mass Assign Goals and Projections. This report will allow selecting either a group of accounts from the Campaign Structure or a Warehouse of Accounts. The report can be run to increase specific gift types (Corp, Ind, Emp) by specific percentages. The report can be run in either pdf or spreadsheet format. ALWAYS run Report Only. NEVER produce report and update database until final steps. The completed report can be reviewed to determine accuracy. If the goal and/or projection are exactly what was requested, the report can be run again and update the database.
If the report isn't the goal/projection number that is wanted for the structure node accounts, the original report can be re-run with different percentages as many times as needed until the forecast is more precise. If the number still cannot be completely accurate, the spreadsheet can be manually manipulated with the corrected dollar amounts and the spreadsheet can be loaded into the Andar Connector.