Goals and campaigns

(0) Share

Report

Posted on by monty270311

Hi,

I have a sales campaign that will be running for 3 months.

I have a lookup to campaigns on the order entity, which makes it possible to link a specific sale to a campaign.

I also have a roll-up field on the campaign entity that sums up linked orders.

Is it possible to create a total goal for the entire campaign, with individual goals created for each sales person that will be working on the campaign? I only want to set the goals for sales to a specific campaign.

*This post is locked for comments

I have the same question (0)

All responses (1)

Answers (0)

Suggested answer

TheMarkChristie 10,328 Moderator on at

Like (0)

Report

Hi Monty

Yes, if you set your metrics for Value against Campaign and set them to roll up then you can do this out of the box

Create the Parent record for the campaign with a type of roll up

Then under them create the sales person goal and link it to the parent

Was this reply helpful? Yes No