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can a goal be associated to a territory and multiple LOBs RRS feed

  • Question

  • I have a requirement to let the end user enter goals data by territory and grouped by multiple LOBs.

    In CRM on Goals, I can see the territory look up so I suppose it supports the goal-territory link out of the box.

    My question is how can I associate a goal to multiple LOBs using out of the box functionality?

    OR do I have to create a custom entity given the requirements?

    Do I map a product category to a goal metric?  Is it possible to link a goal to multiple goal metrics?

    For example: my goal is Sales for the state of Texas can track my target and actual revenues for X different product categories?  Please note that the State of Texas can offer X different product categories ( drinks, snacks, cigarettes) and the state of California can have drinks, snacks, cigarettes, prepared foods.

    Thank you!

    Thursday, January 31, 2013 9:52 PM

Answers

  • Hi,

    It sounds as though your requirements are moving into Data Warehouse reporting territory. If you want to do this using the out of the box goals, you'll need to define a different goal for each of your product/territory combinations - each with their own rollup queries.

    You could define the product goals as sub-goals to the territory goals.

    Scott


    Scott Durow
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    Thursday, January 31, 2013 11:16 PM
    Answerer