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I've got a request to set up an Opportunity or Goal view so that sales people can track their won Opportunities by month.
Sales people are paid bonuses based on the amount of revenue in a given month though not paid out on those bonuses until the customer pays the invoices. Ideally we'd like to create a view that ties Opportunities and Goals together via fiscal period such as Jan, Feb, March, etc... so that salespeople could easily click a month and see all the won opportunities for that month.
Is this possible through setting up a relationship between Opportunities and Goals? If so I'm just wondering what type to use, 1:N, N:1, or N:N?
One way we could do it is to set up an Opportunity view that tracks them by Actual Close Date and make a separate view for each month. That just seems clunky. Currently we track goals using a monthly fiscal period so in a perfect world a user could click on that fiscal period and see the opps for that month with fields pulled from the opportunity record that they need/want to see regarding the status. Or by setting a view for the current year and specific fiscal period. Then previous years could just be archived in a different view.
Since we have many views under Opportunities at the moment I'm trying not to add 12 more. I realize that users could select a Won Opportunity view and then drill down by month, but unfortunately it needs to be simplified more than that. :)
Instead of creating multiple views per month, we can use the filtering capabilities of the view to filter out opportunities for a particular month.
1. Create a view of the opportunities that have been won by the current user.
2. Click the Open Filter icon in the top right corner.
3. Click the filter icon for the date field and click Custom Filter.
4. Set the start date and end date. Click OK.
This will list the opportunities for the month.
This is the easiest way to achieve your needs.
Hope this helps.
Instead of creating a view you can create a Dynamics 365 report, SSRS report or PowerBi report to track all the details based upon custom filtering. Creating a custom view for multiple months would cause a lot of trouble to the users and to storage as well. Instead create a report and while running the report the user can enter custom data or can select custom period. To the best of my knowledge this requirement can be fulfilled using OOB reports in dynamics 365 but if you need you can use SSRS reporting feature or PowerBi reporting feature.
Please let me know if you have any questions/concerns.
If you just want to list the opportunities in a month, then my last reply will solve your problem.
This is cumbersome if you want to display opportunities and goals on a single view and list the opportunities in detail. Because creating N:N relationships for opportunities and goals does not automatically match previous opportunities and goals, you need to manually select their matches.
So if you want to implement this requirement, you need to use SSRS report or PowerBi report. Wizard Reports for D365 is not suitable for this, because Wizard Reports only supports listing two related entities. This requirement involves three entities: User, Opportunity, and Goal.
If your organization has PowerBi licenses, I recommend you use PowerBi, which has very powerful reporting capabilities.
Here's a blog for PowerBi and D365 integration:
Apologies on the delayed reply. Thank you everyone for the suggestions. I'll take a look at each approach and see what will work for our environment.
In the time being I've managed to kind of accomplish this by having sales people click into their monthly goals, both active and closed, then click into the Participating Records tab. Clicking on that opens the Associated Opportunities view for the time period of the goal.
I'm going to take a look at the suggested options as well and see what works best for the end users.
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