Microsoft Dynamics 365 Customer Experience Analyst : Create and edit goals
In Dynamics 365 Sales, goals are used to track and measure performance against defined business objectives, helping sales teams stay aligned with organizational targets. Goals can be set at different levels—such as for individual salespeople, teams, or the entire organization—and can measure metrics like revenue, number of opportunities closed, or products sold. They provide a structured way to monitor progress, using actuals from activities, opportunities, or custom entities, and compare them against targets within a specified time period. With rollup fields and hierarchy support, managers can view both individual and aggregated results, making it easier to evaluate performance, identify gaps, and drive accountability. By using goals, organizations can not only motivate their sales teams but also gain valuable insights into how effectively they are moving toward their strategic sales objectives.
- In your Sales Hub app, go to App Navigation → Performance → Goals.
- Select New.
- Provide the Name of the goal (e.g., FY25 Revenue Goal – John Smith).
- Select the Goal Metric (e.g., Revenue, Count of Opportunities).
- Define the Target value (e.g., \$500,000).
- Define Start Date and End Date (e.g., Apr 1, 2025 – Mar 31, 2026).
- Choose the salesperson, team, or manager responsible.
- Use Rollup Queries to specify which records count toward the goal (e.g., only “Won Opportunities” from a specific region).
- Once configured, the goal will start tracking automatically based on the data.
- Target amount (if revised revenue expectations).
- Owner (if the salesperson changes).
- Date range (if the goal period is extended).
- Rollup Queries (to refine what data is included).
- Goals automatically roll up data based on defined metrics and queries.
- You can create Parent Goals to aggregate child goals (e.g., manager’s target made up of all team members’ goals).
- Progress can be visualized using dashboards, charts, or Power BI.
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