Adding Rollup Fields to Goals
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Friday, June 01, 2012 9:15 PM
Hello World,
I'm trying to setup some Goals to measure Sales folks activity. For PhoneCalls I'm measuring Actuals by using Completed/Received (State/Status). My customrollupinteger is measruing Completed/Made phonecalls, and my inprocess is measuring Open/Open. If I create a forth rollup query to only count specific accounts, I'm unable to add a 4th rollup query to the Goal Metric. Is it possible to add more than just 3 Rollup fields to a Goal Metric? Any guidance is greatly appreciated.
Thanks!
All Replies
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Friday, June 01, 2012 9:21 PMUnless setting up custom Rollup Queries automatically implements the criteria into the customrollupfieldinteger. Is this how it works?
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Friday, June 01, 2012 9:29 PMModerator
I've used goals to measure performance on a per account basis before but it became unmanageable.
To do it, you'll need to create a rollup query for each account. For example, for 'Account A' create a rollup query based on phone calls where 'Regarding equals Account A'. In the goal, specify your Phone Call metric and use the Account A rollup query for the Rollup Query (Actual) and Rollup Query (In Progress).
My customer had 200 sales people each looking after 60 accounts and wanted to track goals on a monthly basis. This meant creating over 10,000 goals per month. And this is before they want to start giving goals by account for each of the 12 major product categories.
Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.
- Marked As Answer by Pasha Rabizadeh Friday, June 01, 2012 9:36 PM
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Friday, June 01, 2012 9:36 PMMakes perfect sense! Thanks Neil!
