April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 Unleashed
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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 capturing 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 ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.