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Microsoft Dynamics CRM (Archived)

Creation of Goals for a Team in MS CRM 2015

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Hi ,

I have a Requirement where goals has to be set for Individual Team (i.e Goal Owner as Team). the Actuals has to be calculated based on the Individual Team members.

Example: I have created a Goal metric to calculate the No. of Leads qualified in the system. Goal is created for team which has two members.

Member 1 creates a lead and qualifies that particular lead. Will the actuals get rolled up based on this for the goal created for the Team. Customer doesn't want internal child goals to be created for individual team members. Unfortunately am not able to get the Actual values calculated . Kindly help me on this.

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    on at

    Hi Sanath,

    Did you manage to solve this issue? I am having the same problem where I cannot get the system to calculate the number of leads qualified against a goal once I add a team as a goal owner.. Values only roll up to the goal if i select individual goal owners :/

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