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Hello.Is there any tool for analyzing how users fulfill goals?
In the system, goals are created for each user. make 20 calls and 20 appointment . You need to massively see which users completed their goals by month.This can be done with the help of a report. But maybe someone faced a similar problem and solved it differently?
We use Dynamics 365 UI.
You can use charts to show the number of phone calls and appointments per month, but this is not as comprehensive as a report.
Goals analysis can also be achieved using Power BI.
In addition, export the target record as an Excel static worksheet, and then you can create your own analysis in Excel.
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