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

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Account Based Goals not Calculating

(0) ShareShare
ReportReport
Posted on by 5

Hello.  Hoping for some advice on goals.

We have monthly account based goals that are not properly updating Actual and In-Progress fields.  Overall goals are refreshed every 24 hours and this is true for our location and individual seller goals yet when working through our account goals these fields aren't refreshed. 

Account based goals have the correct Opportunities in the 'Participating Records'. (I crossed checked by running an adv. find).  Thus Rollup Queries are correct with proper data showing.

For example: the In-Progress shows $43K in revenue yet this field should have $0.00 and was last updated on 2/27/2020.    

What would cause the Actual and In-Progress fields to not populate correct revenues even though the 'Participating Records' tab is correct? 

 

I appreciate any help you can provide.

Matt

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

    Hi partner,

    If possible, could you privide some screenshots?

    In addition, you can click Recalculate button.

    pastedimage1585124031425v1.png

  • Suggested answer
    bac26 Profile Picture
    2,268 on at

    Did  you check to make sure the workflows were running without errors?  

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

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the June Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Manoj - ManoVerse Profile Picture

Manoj - ManoVerse 131 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 91

#3
Chris1968 Profile Picture

Chris1968 20

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans