Participating Records not showing up under any Parent Goals but reflecting under Individual Goals

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Posted on by Sudhahar M

We have setup goals for Users, Sectors and Organization which is rolled from Users to Sectors and then Sectors to Organization. After setting up I can see the participating records under Users individual goals but no participating records are showing up under Sector which is rolled up from all the users and Organization which is rolled up from Sectors.

Under both sector and organisation goals Goal Criteria is set to Rollup only from Goals is set to Yes and Record set for Rollup as Owned by goal owner

Actuals has proper Actual and In Progress money calculated and reflecting but only issue is that those records which are used for that Rollup is not showing up under the Participating Records

How do I resolve this issue. Appreciate your help on this