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Module: Goals

Goals module empowers your chama (group) members to collaborate and contribute towards achieving a common financial objective. This guide will explain how to access and utilize this module's features to manage your chama's goals effectively.

Required Module​

It's important to note that the Goals module requires the following modules to function effectively.

  1. Accounts
  2. Membership

Accessing the Goals Module​

Open the Digichama platform and log in to your account. Ensure you're on the dashboard of the chama you want to manage. Within the right-side menu, click on the option labeled "Goals". This will take you to a list of all your chama's goals. Active goals are ongoing initiatives, while archived goals represent completed goals. Each goal will show a progress bar and the total amount collected so far.

Goals Module

Creating a New Goal​

Click the "New Goal" button on the list of goals page. Provide the necessary information for the goal, including a descriptive title, target amount to be collectively contributed, and target completion date. A helpful feature displays a preview of the estimated monthly contribution and total repayment on the right side for confirmation before finalizing the goal creation.

Goal Details:​

Clicking on the "Details" button for a specific goal provides a comprehensive view for managing that goal. Here's what you'll find:

  • Member Contributions: This section lists all chama members and their designated contribution amounts towards the goal, along with their current outstanding balances.
  • Adding Member Payments (Authorized Users): Authorized users (typically the Treasurer) can click the "Add Payment" button next to a member's name to record their contribution towards the goal (this button is only available if the member has a remaining balance).

Member Goal Details​

Clicking on a member's name within the goal details section takes you to a dedicated page showcasing their individual contribution history for that specific goal. Here, you can also add payments on their behalf if needed by clicking "Add Payment."

Penalty​

If a member delays their contribution to a goal, authorized users can navigate to the "Penalties" tab within the goal details. Here, you can impose a penalty on the member and provide a reason for doing so.

Settings​

The Goals module offers global settings that determine the default parameters for all new goals created within your chama. These settings allow you to define:

  • Automatic Crediting (Optional): Choose whether to automatically credit goal contributions towards the goal's target amount.
  • Automatic New Member Inclusion: Determine if new members joining the chama will be automatically added to any active goals.
  • Schedule: Align contributions with your chama's meeting schedule or define a custom contribution frequency (daily, weekly, monthly, etc.).