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System Settings Goals tab

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Set the duration and frequency of the automatic rollup of goals. These settings only affect the automatic handling of all goals set in customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation). You can always perform a manual rollup for any goal at any time.

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. If you are using a Sales web application, go to Settings > Administration > System Settings, and then select the Goals tab.

    OR

    If you are using the Sales Hub App, select the Site map icon Site map icon, then select ellipsis Ellipsis to open more options , then select App Settings, and then select Goals Settings.

Settings Description
Set the roll-up expiration time and the roll-up frequency.
Days after the goal end date when the rollup will stop Set the number of days after the ending date of a goal for model-driven apps in Dynamics 365 to stop including a goal in a rollup.
Default: 30 days.
Roll-up recurrence frequency Set the number of hours between each goal rollup.
Default: 24
Limits: Must be greater than or equal to 24 hours

See also

Administrator and Sales Manager Guide
Progress Against Goals report