Friday, June 01, 2012 9:15 PM
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.
Friday, June 01, 2012 9:21 PMUnless setting up custom Rollup Queries automatically implements the criteria into the customrollupfieldinteger. Is this how it works?
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.
- Marked As Answer by Pasha Rabizadeh Friday, June 01, 2012 9:36 PM
Friday, June 01, 2012 9:36 PMMakes perfect sense! Thanks Neil!