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Microsoft Dynamics CRM (Archived)

Setup goal metrics / dashboards

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Posted on by 157

Hello,

I have a couple of questions regardings goals and dashboards.

We have created "goals" in Dynamics for our sales pipeline.

 

Question 1: The goal sums get an absurd amount of decimals with just a bunch of zero's. See screenshot.

How do I reduce the number of decimals to like 1 or none?

dynamics_2D00_error2.png

Questin 2: The goal target is presented as a line in our chart. Is there a way to just have the target as a "dot" or some other marker? Because a line gives the impression that something is measured horizontally if you know what I mean. Each bar on the horizontal axis represents 1 salesperson. The connected line for the target sum gives the impression something is measued horizontally."

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  • River Profile Picture
    157 on at

    bumping this.

  • Community Member Profile Picture
    on at

    Hi River,

    if you are looking for chart configuration, have a look at this blog: crmchartguy.wordpress.com

    It's excellent and pretty easy to follow. I couldnt find exactly what you are looking for, but i'm pretty sure he has covered both topics!

    Kind regards,

    Robin

  • Suggested answer
    Community Member Profile Picture
    on at

    www.youtube.com/watch

    www.assistancesoftware.com/.../sales-forecasting

    zero2ten.com/how-manufacturers-can-improve-sales-forecasting-with-microsoft-dynamics-crm-2013

    www.avepoint.com/.../opportunity-forecasting-microsoft-dynamics-crm-avepoint-pipeline-pro-2-0

    If my response is helps you, please mark as "Verified"

  • Community Member Profile Picture
    on at

    You need to export the chart so that you can edit the XML.

    First thing I would look at is the series order - your targets are behind the other series at the moment, which really won't help when they become dots only.

    You should have a section in the XML that looks something like this:

    <categorycollection>
    <category alias="Period">
    <measurecollection>
      <measure alias="Actual" />
    </measurecollection>
    <measurecollection>
      <measure alias="InProgress" />
    </measurecollection>
    <measurecollection>
      <measure alias="Target" />
    </measurecollection>
    ...


    This describes what data will be displayed, and in what order it is dealt with later on (so the first measure relates to the first <Series> element). Your alias names might be a bit less readable than these if they are auto-generated ones, and by the look of things the series for "Target" is possibly first, rather than last (so it gets drawn last, and therefore "on top").

    When you shuffle the measures, you also need to switch the Series around in the same way, so make a not of what order things are in to start with, and afterwards.

    Now find the <Series that relates to the target, and change the chart type to "Point" (rather than Line). You might use something like this:

    <Series ChartType="Point" LegendText="Target" MarkerStyle="star4" MarkerColor="204,0,0" MarkerBorderWidth="1" MarkerBorderColor="240,240,240" MarkerSize="10" IsValueShownAsLabel="False">
    <SmartLabelStyle Enabled="True" />
    </Series>


    for a small red star with no numeric labels. I would argue that the whole point of a chart is to visualise the data, not cover it in numbers. You might want numbers on the actual sales, but not the targets. Also consider using a ToolTip rather than a normal label, so a user can view the exact value if they really need to.

    If you must have labels, then suppress the zeroes, as you suggest, using something like this:

    IsValueShownAsLabel="True" LabelFormat="  # M,,; -# M,,; "


    You also probably want to change the two main series to show In-Progress on top of Actuals, so make sure that Actuals is the first series, then InProgress, and change both chart types to StackedColumn. Personally I would tend to show Actuals in a dark colour, and in-progress in a lighter shade of the same colour, so users can tune in pretty quickly to this meaning.

    And then get rid of the secondary Y axis, so everything is plotted against the same vertical scale. Remove from any series this bit: YAxisType="Secondary" (probably the Target series, at a guess from the numbers involved).

    The delete everything from <AxisY2... to ....</AxisY2>

    Now save and reimport. You can import as a personal chart while you are still working on things and fine-tuning, then import the final version as a system chart.

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