Skip to Content
Microsoft Dynamics CRM 2011 Unleashed
book

Microsoft Dynamics CRM 2011 Unleashed

by Marc Wolenik, Damian Sinay, Rajya Bhaiya
September 2011
Intermediate to advanced content levelIntermediate to advanced
1008 pages
24h 27m
English
Sams
Content preview from Microsoft Dynamics CRM 2011 Unleashed

Goals, Goal Metrics, and Rollup Queries

Goals allow for the organization to capture and track their achievements. The nicest aspect to goals is that they are not singularly revenue based (that is, the total sum of something sold for a given period), but rather can be aggregate based (such as the total number of cases closed). As such, they provide a robust format for capture performance metrics.

To create Goals, you first need to create Goal Metrics and Rollup Queries. Goal Metrics are used to determine which metric you want to use to measure your goal (count or amount), and rollup queries are the specific field you want to pull the data from.

By default, you will find at least three Goal Metrics included with the system. These are shown in ...

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.
Start your free trial

You might also like

Microsoft Dynamics CRM 2013 Unleashed

Microsoft Dynamics CRM 2013 Unleashed

Marc Wolenik
Microsoft Dynamics® CRM 2011 Step by Step

Microsoft Dynamics® CRM 2011 Step by Step

Jim Steger Mike Snyder and Brendan Landers

Publisher Resources

ISBN: 9780132682084Purchase book