Summary
Sales and service goals are often used by organizations to measure the overall performance of individual staff members, sales teams, and regions. Goals can provide visibility into the current progress an organization is making. Dynamics 365 provides multiple tools that can be used to define and track overall progress based on predefined metrics that are important to an organization.
You've learned about several of the key components involved with defining organizational and individual performance goals against the product catalog, including:
Examining the process of creating individual goals for sales and service staff.
How parent goals can be used to roll up information from individual goals to a larger goal that might be focused on a department or team.
The next steps would be to gain a deeper understanding of how Dynamics 365 can use artificial intelligence to help build relationships with customers, by alerting sales staff when action is needed, scoring leads based on organization criteria, or analyzing the overall relationship health the organization has with a customer.