Account Based Goals not Calculating

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Posted on by crazyfoolmurdock1981

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

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bac26 2,268 on at

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RE: Account Based Goals not Calculating

Did you check to make sure the workflows were running without errors?
LuHao 40,878 on at

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RE: Account Based Goals not Calculating

Hi partner,

If possible, could you privide some screenshots?

In addition, you can click Recalculate button.