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I have six (6) child goals that roll up to one (1) parent goal. Out of the six, five are calculating just fine. They are all set up identically - same fiscal period, same parent goal, goal owner is the correct and applicable team, goal manager is an active user with a license that is a member of the owning team.
The one goal (Design) shows no associated records, however, there is one (1) opportunity that has been closed as 'Won' in this fiscal year with $70,00 in actual revenue. The opportunity owner belongs to the Team that is also the Goal Owner. I have recalculated the goal numerous times, the opportunity has been re-opened and verified that the dollars & dates are correct, then closed again.
What might I be missing? Where should I be looking to resolve this?
If this is a managed environment, check and see if there is an unmanaged layer that needs to be corrected/removed/fixed that is on the problem field:
After further investigation, the solution was to create a custom rollup query to include the Owning Business Units. The default queries within goals seem to strictly match the Opportunity Owner with the Goal Owner. If one is a team and the other is not (i.e. a member of the team) then the revenue is not counted. After applying the new rollup queries, the qty and value of the opportunities are correctly being tallied.
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