The Performance Management dataset is directly linked to staff user accounts and their respective person record assignments. Consequently, data collected from assigned person records, including gifts, interactions, and events, are integrated into the Performance Management record, providing a comprehensive overview of the user's performance.

Portfolio

The Portfolio tab employs an embedded dataset query to present dynamic information regarding the user's assigned prospects.

Goals

Utilize the Goals tab to establish and track fundraiser goals on an annual basis, ensuring that each year's objectives are clearly defined and easily accessible for reference and progress monitoring.