Microsoft Dynamics® CRM Training
Comparing Similar Goals
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In Microsoft Dynamics CRM, Goals measure quantitative results in a number of metrics across a variety of entities. You can use Charts to visually gauge the progress of Goals. However, Charts measure open data sets, or Views. By default, Views in the Goal entity don’t isolate Goals of different metrics.
What exactly do I mean by this? To explain, I’ll navigate to the Goal entity and click the View selector. As you can see, there are a number of System Views like Active Goals, All Goals, and My Active Goals. Let’s say I chose the latter. Even if I own a number of Goals that measure different entitles with completely different targets, they’re all going to appear in this data set.
If I open the Chart pane to compare the success of these Goals, the visualization I get will be a little problematic, or at least not as detailed as I want it to be. But why? Like I mentioned before, Charts measure the open data set. So if this View contains Goals that measure completely different things, I’ll have to visually compare Goals that aren’t at all similar.
A visualization of a dataset this broad could be useful if I want to get an overall picture of Goal progress, but what if I need something a little more nuanced?
In order to compare similar data, I can create a personal View based on a specific query. For example, say I have a series of Goals, each measuring monthly revenue generated from Opportunities where the potential customer resides in California. The target of each Goal may vary from month to month, but the metrics and the entities measured are the same. The best way to visually gauge the progress of these Goals would be to isolate them in their own View, thereby creating a data set of a single metric, and then select a Chart.
All I have to do is create a personal View in the Goal entity. For this lesson, I have already created a series of Goals that measure monthly revenue from Accounts in the state of California. I’ve named each Goal following the same pattern: “Month, CA Sales”. An example would be, “July CA Sales”. So I’ll create a View that isolates these Goals.
To do this, I’ll click Advanced Find in the ribbon. When the window opens, I’ll select “[new]” in the Use Saved View dropdown. All of these Goals share “CA Sales” in their name, so I’ll use that criteria create a query. I’ll set it to “Name, Contains, CA Sales”, and then click Results in the ribbon to make sure it worked.
Sure enough, I get the results I’m looking for, so I’ll click Save As and name this View “California Sales”.
Now that I have a View that isolates similar Goals, I can navigate back the Goal entity and open this dataset. I’ll maximize the Chart pane and then select the default Goal, “Goal Progress (Money)”.
I now can visually compare similar Goals and more effectively gauge their progress. I could also take this one step further by creating a View for each Goal type I have, and then creating a Dashboard that contains a Chart for each dataset.
For more tips, tricks, and tutorials, please refer to the Success Portal and blog.xrm.com.