Defining goals for Accounts or Contacts

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Posted on by CEklx

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Hi community friends,

How do you usually work when setting up goals for specific accounts/contacts in CRM? For me, the goal entity is more setting up goals for "salespeople or teams".

I thought about creating custom fields which rolls ups different data.

Have you came across this scenario, and how do you usually solve when customers want to KPI information of specific Accounts or Cotnacts with data/charts?

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LuHao 40,892 on at

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Hi CEklx,

Could you give a specific example?

For example, which data do you want to roll up from the account?

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CEklx 280 on at

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On the Account form, i would like to show for e.g

No. of appointments

Sales Data

Quotes this year

Sales goals related to the Account for e.g we have a goal to do 100 000 in revenue for the Customer this month, how can we show it on the account form, to see a visual track, inprogress vs actuals and the target of this month (100 000) all related on the Account entity for e.g.

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LuHao 40,892 on at

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Hi CEklx,

1. No. of appointments

We will craete a rollup field.

Go to Customizations > Account > Fields, new.

Select Whole Number and Rollup. Click Edit.

Set the logic as follow, you could add some filter for Opportunities. Finally add this rollup field on the Account form.

2. Sales Data

We will craete a rollup field.

Go to Customizations > Account > Fields, new.

Select Currency and Rollup. Click Edit.

Set the logic as follow, you could add some filter for Opportunities. Finally add this rollup field on the Account form.

3. Quotes this year

We will add a sub-grid.

Go to Customizations > Account > Forms, edit the main form.

Click Sub-Grid under INSERT tab of command bar.

Select Only Related Records and Quotes (Potential Customer), then click New.

For the new view, add columns and edit filter criteria to configure this view.

After saving the view, select this view in the sub-grid.

3. Sales goals related to the Account

Unfortunately, because the Account entity and the Goal entity do not have a 1:N or N:N relationship, Goal cannot be displayed on the Account form.

To achieve this, we have to create a lookup field of the for Goal, and then manually select the corresponding Account for Goals.

Then insert a Goals sub-grid on the Account form.

The effect is as follows.

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