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Reporting on Goals and Actual vs Estimated RRS feed

  • Question

  • Hi

    We have received a requirement to create a dynamic report which will allow a manager to view the sales person, goals, opportunities, orders and accounts.

    The manager should be able to slice the data according to accounts, sales person, opportunities, goals and order value. We have created a vast amount of goals in our CRM as we need to create a goal which should be reached for each account, sales person and time period.

    However we are experiencing some difficulty in reporting on the data. It appears as though the goals entity does not have a direct relationship with entities and to view the data in Excel as follows is not available.



    Would someone please advise on the reporting options for goals in CRM? Is there a way that we could create a dynamic spread sheet with the above data?

    Thanks

    Regards
    Tony

    Wednesday, July 23, 2014 7:31 AM