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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

Set Goal Criteria

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 ...

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Publisher Resources

ISBN: 9780132682084Purchase book