Microsoft Dynamics® CRM Training
How to Create Productive Sales Goals
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How to Create Productive Goals
Thank you for viewing “How to Create Productive Goals.” Below, you will find a short practicum designed to help you reinforce this lesson as well as a summary of the material covered in the video.
Practice makes perfect! Complete the short assignment below to reinforce the material that you learned in this lesson. For guidance please refer to the instructions in this email and the “System Dashboards” video.
Create your own System Dashboard that contains at least two components, including one Chart and one List. Make sure that you publish it as a System Dashboard.
Hello and welcome to the Success Portal by xRM. In the video we will cover the basics of creating Productive Goals in CRM 2013.
1. To start our process of creating our goals, we will navigate to the Sales are and click Goals. Here we can see our active goals as well as our other goals.
2. Next, click New, which pops out a new window which we work from.
3. We can then name our goal. This one is called Actual Revenue Q2 2013 Won Opps.
4. Now in this instance we are not creating a child goal, but if we were, we would we find the existing parent goal and set it here.
5. Create the Goal Metric, which is the best practice because using an existing metric can lead to unfulfilled requirement.
6. We click on the search icon and choose to look up more records.
7. Here we will click New, and name our “New Goal Metric, Won Opportunities – Actual Revenue.”
8. We can then set the Metric Type, either Count or Amount. The Count is per say a case, or opportunities created, while an Amount represents a number figure.
9. Here we can select the Data Type. Our choices are Money, Decimal, or Integer. We select Money.
10. We then save this, and then choose to add it.
11. An option has now been added to allow us to add a New Rollup Field. In this new window we can choose the rollup field, which we want to represent Actual (Money).
12. Next, set the Source Record Type. In this case, it is Opportunities.
13. Our Source Field is then Actual Revenue.
14. The state of our chosen Record Type is Won because we only want to see the Actual Revenue of Opportunities we have won. We can then select one for the Source Record Type Status as well.
15. We can select Date Field to reflect Actual Close Date, which is the best practice because the system implements date and time stamps once you click that an opportunity has been won. We will then save and close this window.
16. So now that we have a rollup field the only thing we need to do next is to Save and Close once we have the goal metric set.
17. We can then click Add, and now we can see our goal metric.
18. Now we choose the owner. I will enter any name who has information in the system.
19. When we set the goal period type, we can select a custom period or a fiscal period. We will select the fiscal period and choose Quarter 2 of the fiscal year of 2013.
20. We can now enter the Target. In this case, the Target is 200,000.
21. Here we can see we could enter the Child Goals, if this goal we are working on is going to function as a Parent Goal.
22. Below this is Actuals. We aren’t using this field because the system populates this field.
23. The most important aspect of goals is the Goal Criteria. Now we can choose to roll up from child goals. So this is not a Parent Goal, we won’t touch it.
24. For the Record Set for Rollup, we can either the single user we entered earlier or use all. If we do use all, we will have to add a rollup query. We can add a new one and name it All Opps, and choose Ppportunities as the entity type. We could also add any information contained in the system be it units or sales over 1000, or anything thing else that fits our need. But in this case, we just need to see all the Opportunities. We then can Save and Close.
25. We can then see our progress toward our goal by clicking on Actuals and then Recalculate.