Mastering Microsoft Dynamics 365 Customer Engagement - Second Edition

Scenario 2

Peter leads the sales team at Contoso, and wishes to go through the goals set for each of the sales members and understand how they are performing against the goals that have been set for them:

1. Create Goals for each of the team members:

1. In Dynamics 365, we can define goals for each of the sales members. To define goals, navigate to Sales | Goals.

2. To create goals, we first need to define the Goal Metrics. Goal Metrics indicate the criteria against which the goals are being set. Out-of-the-box, we can configure Goal Metrics on three points:
   • Number of product units
   • Revenue earned
   • Number of cases

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