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I have recently implemented goals for sales people covering the 4 fiscal quarters which work fine .. but now i've come to need to implement a target for the sales Teams .. i notice the sales team entity does not contain an reference of a target for that team .. i could create a "parent" goal for the sales teams but that means i have to constantly manage the users that are in that team if they join or leave ... Ideally the target should be on the Team entity ... im unsure why it isn't out the box ?
I can create the target on the team entity but im struggling with the Calculated field (i've not used these before), so my question is what is the best way to manage team goals, and if it is me creating a calculated field then what relationship do i need ? as i tried to create a 1:N from Primary Entity - Team - to Related Entity - Goal - and then tried to SUM the users targets but i couldn't find a SUM options ?
I have a few suggestions ( I hope these help)
it sounds like using a calculated field may help:
however what you are describing sounds like a goal hierarchy:
some potentially helpful resources for goals:
there is also a similar discussion on the D365 around rolling up child goals (although I don't think resolved)
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