Share
ReportHi all,
Thanks in advance for your help. For my organization I'm trying to build a KPI dashboard in Dynamics CRM (Version 1612 (8.2.8.15) (DB 8.2.8.15) on-premises).
One of our process KPIs is the % of Leads that are processed in time, which for us means; moved from status reason 'open' / 'new' to subsequent statuses such as 'contacted'. We would like our people that do Lead follow-up to process 80% of the new leads in a week or less.
My logic for a goal would be: 80% of new leads (looking at created on date) moved from 'new' to 'contacted' in 7 days or less. Compare Leads that are older than a week and still on 'new' vs total Leads and display as a %.
So far, I have not been able to achieve anything close to this. All goal metrics and roll-up queries in Dynamics seem to be aimed at counting or summing numbers (e.g. actual revenue) and comparing it to a static target (e.g. 1 million actual revenue in Q3). I did not find any threads on the forum on this topic as well.
Has any of you tried to achieve a KPI goal metric and could you give me some advice on if this can be achieved?
Kind regards,
Bob
All responses (
Answers (
291,253
