Year to Date Goals

(0) Share

Report

Posted on by sushicat_san

Hi All,

I'm in need of creating Year to Date goals for my sales people and I'm not sure where to start.

In our CRM, I've got monthly goals for each sales person, but due to swings in business from month to month the business needs to keep an eye on year to date goals. For clarification, assume that my fiscal year starts in April and we just closed May - my year to date performance would be the sum of the actual dollars sold for April and May compared to the sum of the goal dollars for April and May.

Any help would be most appreciated. Thank you for your time!

*This post is locked for comments

All responses (4)

Answers (0)

Jenn_STEP 100 on at

Like (0)

Report

RE: Year to Date Goals

I have asked for a Financial Year to Date field to be added to the filter this should help in goals - you can vote for this to be implemented here: experience.dynamics.com/.../
MNarmeen 1,846 on at

Like (0)

Report

RE: Year to Date Goals

Dear David,

If found useful, please mark the answer as verified.
sushicat_san on at

Like (1)

Report

RE: Year to Date Goals

Hi Mehak,

Thank you for the reply. I was hoping that there was a way to do it in the built in goal entity so I can build a chart view for my field reps.

I might just do the report like you suggest. Thank you!
MNarmeen 1,846 on at

Like (1)

Report

RE: Year to Date Goals

Make a report in CRM or SSRS (which uses CRM datasource) and use a date filter. There are some custom functions in which you can subtract today date from year specified