Overview
Goals can be an important part to any organization, as they can be used for compensation, bonuses, or even advancement within an organization. Dynamics 365 provides the ability to define and work with goals. In this module, you'll discover:
An overview of how goals are used in Dynamics 365.
An introduction to the key components used in goals.
The Dynamics 365 goal management capabilities includes the following components:
Goal metric - A numeric measure based on the value of a column contained in a specific record type. Several goal metrics are preconfigured, and you can also create your own. One preconfigured goal metric, "Revenue," is useful for sales management and will be used below.
Goal target - A specific value of a goal metric entered for a specific time period.
Goal owner - Defines who the goal is for. In Dynamics 365 goals can be assigned to users or teams.
Rollup queries - Determine how actual and in-progress amounts are rolled up against the goal.
During the time period defined for a goal, actual and in-progress values are periodically calculated. These calculated values are used to compare the target value of the goal with what has already been achieved and what is remaining to be achieved for the time period.
Additionally, goals can have parent goals, which combine multiple goals to equal one large goal. For example, a sales manager might have a parent goal that combines all the goals of all the salespeople that they manage.
There are two key concepts to understand when working with goals in Dynamics 365. What is the specific metric that you're trying to track and who are you tracking this for. You can achieve this by defining a goal metric and creating actual goals for users.
A goal metric is the foundational element of goals in Dynamics 365. Every goal that is created in the system will be based on a specific goal metric. Goal metrics aren't specific to a user but define what specifically you want to measure.
Goal metrics include:
Underlying record types
Metric type, either an amount or count
Contributing columns
How status values map to actual and in-progress goals