How To Add a Percent Achieved Goal

Depending on the opportunity settings, there may be a Performance Plan page. Funders may also include defined programmatic goals for applicants to meet through grant activities. If goals have been pre-defined, they will appear in the goal type dropdown.

Percent achieved goals are goals to reach a desired percent. When tracking progress against a percent achieved goal, staff may capture Total Possible and Total Achieved percentages. An example of a percent achieved goal is “Volunteer Retention Rate” with a goal target of 70%.

1. Click + Add Item.
2. In the pop-up window, select Percent Achieved from the Goal Type dropdown.
   
3. Add a goal Name.
4. Add the Desired Percentage in decimal format.
5. Add the Description.
6. Add the Responsible Party.
7. Add the Start Date.
8. Add the Target Date.
9. Select Required (R) or Inform Only (IO).
10. Click Create.