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Goal management and gaol metrix RRS feed

  • Question

  • Hi,

    I am working on goal management and goal metrix.

    I have created some sales for Q2 fiscal year. Set following goal.

    Target : $150000  Scratch : 175000

    i have created 3 opportunities and close them on same amount of 10000 which make 30000. 

    When i look at gols it show 0 values, when i open goal and re-calculate it then its get updated.

    one sales is under opportunity not yet close and in goals progress is 0. why it show 0. pls guide

    Why goal is not updated automatically what i have to do so that gaol update automatically once opportunity close. 

    thx


    iffi


    • Edited by imughal Wednesday, June 10, 2015 8:01 AM add point
    Wednesday, June 10, 2015 8:00 AM

All replies

  • Hello,

    You would have to create a roll up field for In Progress money for opportunities which are open and not closed.
    Goals auto-calculate every 24 hours, So if you have just created a goal system will take 24 hrs to auto calculate it, however you can either manually recalculate by clicking the button on your top parent goal, which will roll down to all your child goals, or accept that there will be a day delay on goals. 

    Refer this blog

    https://community.dynamics.com/crm/b/crmteamblog/archive/2011/01/27/tracking-status-against-goals-with-built-in-predictability

    Hope it helps!


    Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

    Thursday, June 11, 2015 5:59 AM