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Microsoft Dynamics CRM (Archived)

Recalculating the Actuals

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Posted on by 366 User Group Leader

Hello,

I set up goal-goal metrics and roll up queries with all necessary information except am missing something. At the end, it didnt calculate the actual being and percentage being achieved as shown bellow image .I used the recalculated tab and still yet nothing show up.

Please i need your help to resolve this issue.

Thanks

goal2.png

3021.goal.png

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I have the same question (0)
  • ashlega Profile Picture
    34,477 on at

    Hi,

      did you set goal owners correctly since you are filtering on the records owned by the goal owner?

  • Hammed Profile Picture
    366 User Group Leader on at

    Yes i set the goal owner correctly.I am setup this goal using "opportunity" as record type.

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