Hello, I'm having an issue with setting up a sales goal in CRM.
I hope I provide enough information for an answer. Please let me know if not.
Each opportunity my salesmen create will have multiple opportunity scopes.
Each salesmen has a goal set up with the metric being the out-of-box total sale.
I have created a new goal metric to pull from the opportunity SCOPE.
I have created a new goal for John Doe using this metric. I think I am very close to getting it to calculate correctly. In the Goal, on the left there is "Participating Records: Actual (Money)", when I click on this it shows me "Opportunity Scope Associated View". This view seems to be where John's sales are pulling from and it is showing him as being well over his target goal because the View is showing me 109 records which I don't know how they are "associated" with this salesman. I know this is a System View so I am unable to change it.
How can I get the correct information to show in the Actuals?
Please let me know what additional screenshots I may need to provide for an answer.
*This post is locked for comments
I have the same question (0)
