There are several ways to track parish/congregation goal progress.
Need to see the progress each congregation/parish is making on a campaign? If you track Campaign Goals, then the Selected Goals Status Summary report can show you! From the Campaign Goals page, select the goal(s) to review, and click Reports > Selected Goals Status Summary. This report only includes active pledges that are credited to a congregation/parish. You can include donations that are dated on or before a certain date.
The Selected Campaign Comparison shows information about each campaign along with the associated Congregation/Parish. This could be useful to a diocese that wants to compare annual pledge campaigns per parish! On the Pledge Campaigns page, make a selection, then click Reports > Selected Campaign Comparison.
This one is available for Catholic dioceses: If you're using the Parish Credited ID to track pledges, the Parish Level Pledge Source Analysis helps you understand how each appeal source is affecting the pledges at each parish. It lists each parish credited, which you can then expand to see each pledge source along with the number of pledges, the pledge total, and the percent of the grand total amount that each source represents. You can filter by campaign type and one or more campaigns.
The Pledge Source Analysis lists each pledge source along with the number of pledges for it, the pledge total for each source, and the percent of the grand total amount that each source represents. You can filter by campaign type and one or more campaigns.
The Donations Source Analysis lists each donation source along with the number of donations and donors who gave towards it, the donation total for each source, the percent of the grand total amount that each source represents, and the
average gift amount for each source. You can filter by congregation/parish, program, and donation date range.
Under Contributions, go to the Campaign Goal Summary page to see how each parish or congregation is progressing toward their campaign goal. This includes the Goal Amount, Pledge Count, Original Pledge, Total Received, Write Offs, and Pledged amounts.
