The Dynamics CRM 2011 Goals feature makes it easy to set business Goals, assign Goals to individual teams or employees, and track and measure results against your targets. This presentation will show you how to create, assign, track and measure Goals in Dynamics CRM 2011 and Online.

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Using Goals, Goal Metrics
& Rollup Queries in Microsoft
Dynamics CRM 2011

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Overview of Goals in Dynamics CRM
• Goals are a way for an organization to track the progress
and success of their employees, primarily sales.
• They can provide a clear understanding of what is expected
of the employee.
• Managers and employees can easily view how close they
are to meeting expected goals.
• Goals are simple to create and easy to understand; with
just a few simple clicks you can be well on your way to
tracking any number of projects within your organization.

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Goals, Goal Metrics & Rollup Queries
• Let’s say that you want to track how close your colleague
Adam is to reaching his targeted goal of $50,000 in sales
for Q2 in this fiscal year. In order to do so, you will need
three things:
1) Goal – uses the actual figures that you are looking for.
2) Goal Metric – this tells the goal if the metric being measured is a
number or $ amount.
3) Rollup Field – every metric has rollup fields that detail the actual
and estimated value of the goal that you are trying to measure.

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Opening the Goals Menu
• Goals are located in the Sales area of Dynamics CRM 2011. To
get started click Sales then Goals.
• To create a new Goal from scratch, select New from the ribbon.
• If you want to edit an existing Goal, select that Goal.
• Save As or Copy are not options on the Goal ribbon. If you open an
existing Goal, keep in mind that any changes you make will be
permanent.

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Creating a Goal
1) Give your Goal a Name.
2) To associate this goal to a specific person, do a lookup in
the Goal Owner field and choose the person that you want
this goal to track.
3) If you want to use a goal that is already created, select that
goal in the Parent Goal lookup. This is a way that you can
quickly use the same goal for several different people.
4) Then select a Manager for the Goal.

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Adding a Goal Metric
1) Select the lookup icon in the Goal Metric field.
2) If you want to use an existing metric, select it now. For the
purposes of this exercise we will be creating a new Goal
metric. Select New in the popup window.

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General Goal Metrics
1) Give the Metric a Name.
2) Select the Metric Type.
• Note: Count only returns the number of rows not the actual amount.
3) Choose the correct Amount Data Type from Money, Decimal or Integer. In this
example, we will be using Money.
4) You can also choose to Track Stretch Target. This will enable you to track
progress even if the goal has been reached and exceeded. For example Adam
has a goal set for $50,000 but a stretch target of $75,000.
5) Save the record.

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Adding a Rollup field
1) Click within the Rollup Field box.
2) In the new ribbon select Add New Rollup Field.
• This will generate another popup where you can define the specifics
of your new goal.

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Rollup Fields
1) From Step 1 in the Rollup Field quick pick list select Actual (Money).
2) In Step 2 choose from the Source Record Type pick list, the entity
where the value is coming from. We are using Opportunity.
3) Then in Source Field choose the field where you want your data to
come from. We are using Actual Revenue.

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Rollup Fields Cont.
4) In Step 3 you should see the Record Type: Opportunity
selected. If not, please select it now now.
5) In the Date Field choose which date field you want the goal
data gathered from. I have selected Actual Close Date.
6) Save and Close.

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Finishing the Goal
• You will now see the new Rollup Field that you created in the
Rollup Fields box.
• Click on Goal Metrics on the ribbon
• Save and Close the Goal metric window.
• Once back to the New Goal window reselect Goal Metric and
choose your newly created metric.

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Finishing the Goal Cont.
• Once you have chosen which Goal Period Type select the dates
you want to track.
• Set the Targets you want to reach.
• Save your Goal.

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Selecting Your Own Timeline
• If you don’t want your Goal Period Type to be restricted to
a Fiscal Period, you can select Custom Period and then
choose your own From and To dates.

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Calculating Your Progress
• Once you have saved the new goal, choose Recalculate
to see how close the person is to reaching their set goal.
• You will have to scroll down to find the Actuals section.
• Here we can see that Adam has completed $26,000 in sales and
is 52% complete with his goal.

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Wait, There's More!
• This presentation has shown you how to create one specific
goal. But as we all know Dynamics CRM is much more than a
one trick pony.
• Some other things that you can track as Goals include:
• Leads - count the number of leads that an employee has created
• Quantity - Track the number of items sold
• Phone calls - completed, cancelled, made and received
• Faxes
• Emails
• This list goes on and on. If CRM counts it, you can track it as a
goal!

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