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Working with Goals RRS feed

  • Question

  • I have down the basics for Goals, Metrics and Rollup Queries... however what we are trying to accomplish seems to be a bit tricky to get out of the built in entities.  

    We need to be able to track goals for both our inside and outside sales teams.  The criteria is:

    - outside sales need 10 new sales per month (each rep) and inside 8.  

    - They must be opportunities that are won but are for new accounts/business during that month. There is a custom option set in CRM opportunities entity which contains that metric.  The issue is in the rollup queries i cannot select to choose from this field.  

    Is this possible without custom coding?

    Tuesday, April 1, 2014 1:53 PM