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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Goal Charts No. of Appointments

(0) ShareShare
ReportReport
Posted on by 280

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.

8081.appointment-goal.PNG

Would really appriciate your input,

Thanks a lot!

I have the same question (0)
  • LuHao Profile Picture
    40,892 on at

    Hi CEklx,

    Why not show No. of Appointments in the Appointment chart?

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 107 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 94

#3
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 69 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans