Summary
Sales and service goals are often used by organizations to measure the overall performance of individual staff members, sales teams, and regions. They can provide visibility into the current progress an organization is making. Before you create individual goals, you must first define the goal metrics that will be used to track the overall progress of the goals that are being created. This includes defining the fiscal year settings that will be used.
You've learned about several of the key components involved with defining organizational and individual performance goals against the product catalog, including:
The process for creating and defining the specific metrics that an organization wants to track such as sales revenue or number of new leads.
How to modify the fiscal year settings in Dynamics 365 to align with an organization's fiscal periods.
How rollup columns are used with goal metrics to track the overall progress of a goal metric.
The next steps would be to gain a deeper understanding of how to create individual and team goals that will be used to measure the overall success of individuals. This includes creating individual goals and defining parent and child goals.