April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 Unleashed
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Define Goal Metrics
To create a new goal, select New and then follow the steps on the Goal Metric interface (see Figure 8.58):
1. Define the metric by entering the Name and the Metric Type. The Metric Type can be either Count or Amount. For this example, we’re tracking the dollar amount of new Leads created.
Note
The Metric Type can’t be changed once the record is created.
FIGURE 8.58 New goal metric.
If you select Track Stretch Target, you have the option to use this metric to have a stretch target field, which means that the main goal would have two target values: a regular (target) value and a stretch target value. If you leave this unchecked, ...
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