web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested answer

One (1) Goal Not Calculating While Others Work Fine

(0) ShareShare
ReportReport
Posted on by 20

I have six (6) child goals that roll up to one (1) parent goal. Out of the six, five are calculating just fine. They are all set up identically - same fiscal period, same parent goal, goal owner is the correct and applicable team, goal manager is an active user with a license that is a member of the owning team.

The one goal (Design) shows no associated records, however, there is one (1) opportunity that has been closed as 'Won' in this fiscal year with $70,00 in actual revenue. The opportunity owner belongs to the Team that is also the Goal Owner. I have recalculated the goal numerous times, the opportunity has been re-opened and verified that the dollars & dates are correct, then closed again.

What might I be missing? Where should I be looking to resolve this?

pastedimage1670963545335v1.png

pastedimage1670963608006v2.png

pastedimage1670963641760v3.png

I have the same question (0)
  • Suggested answer
    RodRodriguez Profile Picture
    on at
    RE: One (1) Goal Not Calculating While Others Work Fine

    Howdy!

    If this is a managed environment, check and see if there is an unmanaged layer that needs to be corrected/removed/fixed that is on the problem field:

    learn.microsoft.com/.../calculated-rollup-attributes

  • Suggested answer
    Neil78 Profile Picture
    20 on at
    RE: One (1) Goal Not Calculating While Others Work Fine

    After further investigation, the solution was to create a custom rollup query to include the Owning Business Units. The default queries within goals seem to strictly match the Opportunity Owner with the Goal Owner. If one is a team and the other is not (i.e. a member of the team) then the revenue is not counted. After applying the new rollup queries, the qty and value of the opportunities are correctly being tallied.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Rishabh Kanaskar Profile Picture

Rishabh Kanaskar 258

#2
MVP-Daniyal Khaleel Profile Picture

MVP-Daniyal Khaleel 178

#3
Tom_Gioielli Profile Picture

Tom_Gioielli 142 Super User 2025 Season 2

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans