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Goal management question

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Posted on by River

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Hello,

Our company wants to use Dynamics CRM goals as a sales budget tool for the sales team.

Previously this was done in Excel with this structure.

Yearly sales budget for the entire company.

Divided into yearly and quartely budgets for every salesperson.

In excel, the yearly budget for a salesperson was just the sum of the quartely, and I have a problem with that structure in Dynamics Goals.

Is there a way to set this up ? I tried to add yearly budget as a "parent goal" to a quartely budget but it did not work, as it said a parent goal has to have the same time period.

Is there a work around? Or a better way to set it up?

Thanks in advance,

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Community Member Microsoft Employee on at

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RE: Goal management question

If that doesn't work for you, take a read of the following.

http://survivingcrm.com/2012/10/recurring-goals-with-some-workflow-magic/

You can set a long running goal period, but then in the rollup set one goal to be for the last month/period and another to be in the last year?
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Community Member Microsoft Employee on at

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RE: Goal management question

Have you tried using Fiscal Period and Fiscal Years?

You can configure this to use quarters and set the dates of those to fit in with your businesse financial/reporting year.

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