September 2011
Intermediate to advanced
1008 pages
24h 27m
English
Finally, the Goal Criteria lets you set criteria that is used for rolling up actuals data against the goal.
• Roll up only from child goals—Sets the goal as a summary of only child goals, or as a summation of both child and parent goals.
• Record set for rollup—This limits the rollup to include only the owner or all records and has an effect on the underlying data depending on desired results.
• Rollup Query—This is Actual, In-Progress, or a Custom Rollup Field used to select the query used for rollup.
When working with Parent and/or Child goals, the typical scenario is a manager that has multiple sales people that comprise their total/overall goal and typically the sales people goals are child goals that are summarized into ...