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60Hi there,
We are currently looking into ways to visualize the goal achievement of our sales members and we could not really find a solution that fulfilled our expectations. Therefore, I'd like to start a discussion on how this can be done and to see if there are any best practices/approaches that we could adopt here.
Our expectations are as follows:
- Individual sales member goals should only be visible to the team member itself, to his managers, and to management positions - a sales member shall not see the goal for a colleague
- The goal achievement should be accessible directly from within Dynamics 365
- The goal achievement should be visually appealing and customizable
- Option to switch time horizon (year vs. quarters vs. months)
- Three levels of visibility
- Individual goal achievement - individual team member and his goal achievement
- Manager goal achievement - a teams goal achievement with the option to drill down for the manager
- Global goal achievement - complete goal achievement on a company level - accessible to management
I have found the OOB documentation on saving goals in the system. However, I did not really find a nice way to actually visualize the results. I have considered the following options:
- Use the built-in charts, but I have the feeling that those are rather limited in options - also embedding this in Dynamics Dashboards always looks a little "outdated"
- Use embedded PowerBI dashboards - would certainly give us great flexibility and customizability, but unsure if the permission topic can be addressed correctly
- Build your own dashboard, either via Canvas Apps, custom pages, or a PCF - most complex solution would like to avoid due to maintainability and dev effort
Am I missing some options? Did anyone else also face the same challenge? How did you solve this?
Would really appreciate input and discussion on this.
Best,
Flo
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