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 (optional).
5. Add the goal Description (optional).
6. Click Save.