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The goal management feature in Dynamics 365 Sales helps you set sales, marketing, and other business goals for your organization and measure the results against the targets. Goal management helps you motivate your workforce, identify successful programs, improve planning, and grow your business.
Goal management offers the following capabilities:
Create a complex goal hierarchy where you assign each goal to an individual goal contributor or a team.
Use the goals in the hierarchy to track important business data, such as revenues, customer service cases, or phone calls. You can also track data represented by custom tables.
Roll up the totals for each goal, such as total revenues or units shipped, in the hierarchy tree.
Measure the results of the rollup against the targets or stretch targets.
Track the goal results for a fiscal period or a custom period.
Align the goal period with the current fiscal year settings.
Support different goal types, such as Amount or Count.
Track actual, in-progress, and custom data.
Add complex queries to refine the results of the rollup.
Override the results of the rollup to include new or additional data.
Incorporate goal results in reports, charts, and dashboards.
Support workflows and customizations.
In This Section
Create goal hierarchy, goals, and targets
Define goal metric and rollup fields
Add complex goal criteria
Roll up goal totals
Sample: Roll up goal data for a custom period against the target revenue
Sample: Roll up goal data for a fiscal period against the stretch target count
Sample: Use rollup queries to track goals
Sample: Override goal total count and close the goal
Related Sections
Goal table
Goal Metric (Metric) table
RollupField table
Rollup Query (GoalRollupQuery) table
Model your business data with Dataverse)
Product Catalog Tables