Microsoft Dynamics CRM 2016 Release Guide.pdf

Goal Management

Goals are a new feature of Dynamics CRM 2011 providing a mechanism for defining and measuring performance against targets for standard and custom entities.

You can use goal management to:

  • Define target values to monitor against progress
  • Track "Actual" and "In-progress" values against the target value
  • Assign goals to users or teams with their associated records rolled up the actual and in-progress values
  • Define parent and child goals, with child goals rolling up to parent goals ( for example child goals as individual goals and parent goal as the overall sales team goal)
crm 2011 goal management

Goal Management is extremely flexible and can be used provided the goal metric can be expressed as either:

  • The sum of any currency or numeric field, OR
  • A count of records satisfying certain criteria:
Goal Metrics are set up for every goal and can either be expressed as a "count" or "amount" metric type.
Goals are always based on a Goal Metric. The goal metric specifies the underlying record type, whether it’s a field sum or a record count, which field to sum and how changes in status values contribute to the Actual and In-Progress fields in the goal records.
crm 2011 goal management

Goal records have a Target Value field that is manually entered. They also have Actual and In-Progress fields that are calculated fields (by default, automatically every 24 hours, but you can manually recalculate them at any time.)

Goals are created with the following components:

  1. Goal Name
  2. Goal Owner – this can be a person or a team. If the owner of the goal is a team "Rollup Queries" need to be defined to establish the relationship between the individual and the team
  3. Rollup Queries are queries that filter the results of the goal rollup. Rollup Queries are needed when the owner of the Goal record is not the same as the owner of the all records that are going to Roll up and contribute to the goal
  4. Goal Time period – this can be a "Custom period" or the "Fiscal period" defined in CRM 2011
  5. Target value – For example Revenue
  6. Sometimes Goal Metrics are tied to "Rollup Fields" which determine associated entities and fields from which to pull data
  7. Calculated fields: "Actual (Revenue)" and "In-progress (Revenue)". These fields will be automatically refreshed in 24 hours or on-demand using the Recalculate Ribbon button

Goals and Charts

CRM 2011 includes 5 pre-defined charts which can be assigned to Goals

Charts Description

  • Goal Progress (Count)
  • Goal Progress (Money)
  • Percentage Achieved
  • Today’s Target vs. Actuals (Count)
  • Today’s Target vs. Actuals (Money)
Goal charts can be added to Dashboards for a complete view of Goals against Targets

CRM 2011 goals against targets
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CRM2011 Goal Management
CRM2011 Goal Management

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