You’re offline. This is a read only version of the page.
278
Hi Everyone,
I have created Goals in CRM, and i would like to set goals for Appointments.
For e.g in the Goal chart the Salesmanager would like to visualize and also define No. of Appointments per:
- Business Unit
- Country
- Year
- Salespersons
etc.
Do you have some input on how this could be solved?
I've tried to create Goal charts with in-progress and so on but dosen't look good, as the one standard one as below:
The standard chart is called Goal Progress (count) can't be modified on the Horizontal axis, if i want to set for e.g Salesperson, Business and so on
And also the Goal Owner, can only be related to a User or a Team, i would for e.g say that BU, USA, needs to do 100 Appointments this year.
Would really appriciate your input,
Thanks a lot!
#1
Daivat Vartak (v-9d...
225
Super User 2025 Season 1
#2
Eugen Podkorytov
106
#2
Muhammad Shahzad Sh...
106
Most Valuable Professional
Share
Report
All responses (
Answers (
