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Sales Target vs Actual Report

Posted on by 130
Dear All : 
 
I made required setup to define sales targets per team/unit in Sales and Marketing Module and created a sales Order linked to one of sales units but I cannot find from where I can find a report that displays Sales Target Vs. Actual Target.
 
Note : I'm Using Dynamics 365 Finance and Operations 
 
waiting your Prompt support. 
 
Sherif Issac
  • Verified answer
    Sales Target vs Actual Report

    Hi Sherif,

     

    I highly doubt that functionality is still used in D365 F&O, the report has not been lifted from AX2012 (https://learn.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/sales-vs-target-report-salesvstarget).

    I also cannot find the table being used by any reports or aggregated measures. Also reporting is not mentioned in any Microsoft documentation, other than the form.

     

    The answer is that no reports are available, and I advise looking at what D365 Sales (CRM) can do. It's a better solution to track a sales team.

     

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