899
Hello,
Could you please answer the above concerns in detail?
Any help is highly appreciated.
Thank you!
Hi EBMRay,
Has your problem been solved? Or any updates?
Can you click 'Yes' to close the thread if my answer is helpful?
Hi EBMRay,
You are using OOB Goal Metric --'Revenue' ,right?
It has two rollup fields,these contain the calculated fields that are used to derive the actual and in-progress values.
When defining the in-progress and actual fields, the user not only says how the field will be calculated but also decides on which date the field will apply.
For example: in-progress opportunities might get counted based on their estimated close date but actual revenue will get counted based on date the opportunity was won.
When is the goal calculation performed?
The opportunity of being changed to won or lost does not trigger the calculation of the goal.
The goals are automatically rolled up depending on the rollup frequency set by your administrator. For more information, see Define system settings from the Goals tab.
The default frequency is 24 hours and can be set to a minimum of 1 hour,
Or you can calculate it manually through clicking 'Recalculate' button in the form:
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