SBX - Search With Button

SBX - Forum Post Title

Set Goals for the entire company

Microsoft Dynamics CRM Forum

Diogo Alves asked a question on 11 May 2018 9:46 AM

Question Status

Suggested Answer

Hi,

I'm trying to set goals for the entire company. I've set the goals for this year for the sales team, but we have another goal that is the entire company revenue.

When I set a goal. the query is filtered by the "owner of the goal", and this is a required field, so i'm not abble to leave it blank or select multiple "lead owners"

Thanks in advance

Reply
sachukhanna48 responded on 13 May 2018 10:21 AM

I think lead owners

Cheers,

Sachin Khanna

Best Self Propelled Lawn Mower | Best Zero Turn Mower | Flipkart Coupons

Reply
YANG YUN responded on 13 May 2018 9:39 PM
My Badges
Suggested Answer

Hi,

not sure ur crm version, but in my instance, there is an option "All" let you use, if you want to set goal for entire company.

Reply
Sunny02 responded on 18 Oct 2018 2:22 AM

In my opinion it should be lead owner because they will be managing the sales.

_______________________

Sewing Machine Review

Reply
Sew For responded on 14 Jan 2019 12:30 AM
Suggested Answer

I agree with your opinion

----------

Sewing Machine Review

Reply
Zuhairsharif responded on 15 May 2019 7:08 AM

You must try Goal supervision here, dont leave the space blank,

i have done few great goals for my company Restorationhere

Reply
Suggested Answer

Hi

You will have to create a team or use the root team of your company to represent the entire company - Once you got a team that represents the entire company, you can then create a Goal and include all other team goals as the child goals.

Reply
Zuhairsharif responded on 29 May 2019 4:21 AM

You can select multiple lead owners now,

Office space in karachi

Reply
YANG YUN responded on 13 May 2018 9:39 PM
My Badges
Suggested Answer

Hi,

not sure ur crm version, but in my instance, there is an option "All" let you use, if you want to set goal for entire company.

Reply
Sew For responded on 14 Jan 2019 12:30 AM
Suggested Answer

I agree with your opinion

----------

Sewing Machine Review

Reply
Suggested Answer

Hi

You will have to create a team or use the root team of your company to represent the entire company - Once you got a team that represents the entire company, you can then create a Goal and include all other team goals as the child goals.

Reply

SBX - Two Col Forum

SBX - Migrated JS