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What I am trying to do is create child-parent goal hierarchy for sales goals.
First here is my setup:
Let's say I have 5 goals, one for each person for their sales. Now all of these child goals have rollup queries in order to make them filter the records we want to see.
Next I make a parent goal for the department and include all 5 of the individual goals as child goals. Then I make sure to select "Roll up Only From child Goals" in the Goal Criteria.
Now when I look at all 5 child goals and the parent goal, the actual and in progress amounts are correct. When I look at the participating records for each child goal they are also correct.
However, here is where the problem comes. When I look at the participating records for the parent goal, it is showing many, many more records than what would simply be the sum of all the child goals. It is listing records that would add up to far more than the actual and in progress totals are correctly showing.
Why is this happening and how can I make it so my parent goal only shows participating records that are only the sum of the child goals that were added to this parent goal?
Thanks
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I believe the issue is with the Associated View only since the roll-up actual money is correct. I have come across this issue with several clients. In 1 case, re-creating the goal solved the issue. In another, the goal was configured to roll-up from child goals only. In this case, we temporarily set roll-up from child goals only=No so the roll-up query fields were visible, added roll-up queries, then reset roll-up from child goals only back to Yes. Makes no sense, but go figure.
But in this case Participating records are taken from parent goal rollup query, not from child goals, am I right?
I was able to get around this by setting the rollup only from child goals to No, creating and entering a rollup query for the goal. then setting the rollup only from child goals back to Yes.
Hi! I am having the same problem with On Prem CRM 2015. Is there any way to fix this?
Did you ever resolve this issue? I am having the same problem!
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