Create Account related Goal with condition based on Opportunity

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Posted on by barbieruelas

Hi everyone!

I'm trying to create a Goal that counts new Accounts created that have sales for the first time in FY21 Q1.

For this I'd created a Goal with the New Accounts Metric and added a roll-up query that conditioned these Accounts to have Won Opportunities (revenue>0) within the quarter.

However, because of the Goal Metric is what is driving the Goal, and because the Goal's Time Period is also FY21 Q1, only the Accounts created within this timeframe are being considered.

My users have Accounts that were created outside of that time period, with no sales.

How would you create this Goal?

Thanks!

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