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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Goals Management in CR...
Microsoft Dynamics CRM (Archived)

Goals Management in CRM Online

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Posted on by Lawrence Lasala 245

Hello everyone. We're working on a project right now where we are setting sales targets for an organization. We are trying to set up sales targets for each value in a custom field that we created. Currently, we are using Goals to achieve the business requirement. Our issue right now is the user adoption. How will I justify Goals Management to Managers as based from my experience with Goal Management, it is a very tedious task to do. What we had to do was to set up an Organization Goal which has Child Goals that tracks targets of each value of a custom field. The field has more than 40 values, so we have to set it up each manually along with the Roll-up Queries for each Goal (the Actual and In Progress). While it works just fine, I think the users wouldn't even to do what I did for this set up. Is there an easier way we could provide the users with in setting up Goals? While I don't find it a problem, non-technical users would rather just do it manually with Excel if I don't offer them an easier and efficient way to do it. 

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    mscrmba Profile Picture
    mscrmba on at

    I'm not sure this is any easier than what you were anticipating...

    1. Create the goal metrics and parent-level goals in CRM.

    2. Create the lowest-level (e.g. employee-level) goals in bulk (via periodic spreadsheet upload or workflow or scheduled job).  

    *  This could calculate goal values as a % of the previous period and/or be updated manually into the spreadsheet before being uploaded or manually in CRM once the base record has been created.  

    If updating a goal record manually in CRM it could be fairly efficient via the following process:

    *  Provide an extra status for Goals e.g. 'To be reviewed'.

    *  Provide users a systems view for 'My (Team's) Goals to be reviewed' (depending on whether these are expected to be set by the salesperson themselves or the sales manager)

    *  Automate the status updates to 'Open'  if the goal value is updated and the status is 'To be reviewed' (via a simple workflow).

    *  Sales Staff/Managers would just need to review, update, save and then arrow down through the list view until all records had disappeared from their list (every month/quarter/year or whatever periods targets are set for).  (Alternatively they [or you] could bulk update the statuses of any goals at a predetermined date if you have bulk edit permissions and no changes are needed.)

    You could have an on-demand workflow to set up additional goal records for a new staff member (that could be run for their first year/quarter/month).  

    Once you have set the goals up once you could set subsequent periods up with more automation using on demand workflows to 'duplicate' existing open records with required modifications (e.g. dates / targets).  I'd recommend a view be set up based on FY dates to facilitate this.

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