Define a goal metric (Sales & Sales Hub)

Goal metrics let you clearly define how a goal will be measured. For example, a sales team's performance can be measured based on the number of leads they get or the revenue amount. There are two goal metric types: Amount and Count. The Amount metric type can be a money value, an integer, or a decimal number. The Count metric type is an integer. For example, you can use the Amount (money) goal metric to track the revenues from all active opportunities or sales orders. An integer type can be used to track sales calls made by a salesperson. A decimal number can represent a product sold by weight, such as grain or sugar.

Create a goal metric (Sales Hub)

  1. Make sure that you have the Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions.

  2. In the site map, at the bottom, select the Change area icon Icon to change the work area, and then select App Settings.

    Select the Change area icon and then select App Settings

  3. Select Goal Metrics.

    Goal Metrics in the site map

  4. To create a new goal metric, on the command bar, select New.

  5. Under Step 1: Define the metric, fill in the information:

    a. Name. Required. Enter a name between 1 and 100 characters.

    b. Metric Type. Required. To track a monetary amount, select Amount. To track another type of amount, such as how many new contacts are added, select Count.

    Note

    After you save the goal metric, you will no longer be able to edit this field.

    c. Amount Data Type. Required. This option is not available if the you chose is Count as the Metric Type because Dynamics 365 for Sales automatically sets the data type to integer.

    Note

    After you save the goal metric, you will no longer be able to edit this field.

    d. Track Stretch Target. Select this check box if you want this metric to track an additional target beyond the primary goal.

    Goal metric form

  6. Select Save.

  7. Define the rollup fields for this metric to track the target's actual and in-progress values.

    a. On the Rollup Fields tab, select Add New Rollup Field.

    b. In the New Rollup Field form, under Step 1: Specify the rollup field to track against goals, fill in the information:

    • Rollup Field. Select a rollup field where the metric rollup data will be displayed in the goal. You can display an integer or money, depending on the Metric Type you chose. You can't select a field you already added to the metric.

      Rollup fields tab on goal metric form

    c. Under Step 2: Specify the details about the source data that rolls up, fill in the information:

    • Source Record Type. Required. Select the record type to use as the source of the rollup data for the metric.

      Note

      A custom record type (entity) that is organization-owned isn't available in the Source Record Type drop-down list for selection. For more information about entity ownership, see Types of entities.

    • Source Record Type State. Required. Select the record state you want to use as the source of the rollup data for the metric.

    • Source Record Type Status. Required. Select the status of the records you want to use as the source of the rollup data for the metric. State and status may be identical, depending on the record type you selected.

      Rollup fields tab

    d. Under Step 3: Specify the date field that determines the goal period that the records will roll up into, fill in the information:

    • Record Type. Required. Select the entity that contains the date field you want. Typically, you can only choose the same record type you selected as the Source Record Type.

    • Date Field. Select a date field. The options available in the list are from the entity you selected in the Record Type field.

      Specify a date field that determines the goal period

    e. Select Save & Close.

  8. On the Description tab, enter a description for the goal metric to enable other users to understand what metrics are being tracked.

  9. Select Save.

Create a goal metric (Sales)

  1. Make sure that you have the System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager security role or equivalent permissions.

  2. Go to Sales > Goal Metrics.

  3. To create a new goal metric, on the command bar, select New.

    -OR-

    To edit a goal metric, select Edit.

  4. Under Information, select General.

  5. Under Step 1: Define the metric, fill in the information:

    • Name. Required. Enter a name between 1 and 100 characters.

    • Metric Type. Required. To track a monetary amount, select Amount. To track another type of amount, such as how many new contacts are added, select Count.

      Note

      After you save the goal metric, you will no longer be able to edit this field.

    • Amount Data Type. Required. This option is not available if the Metric Type you chose is Count because Dynamics 365 automatically sets the data type to integer.

      Note

      After you save the goal metric, you will no longer be able to edit this field.

    • Track Stretch Target. Select this check box if you want this metric to track an additional target beyond the primary goal.

  6. Under Information, select Rollup Fields to create or edit rollup fields as desired.

    Note

    You must first save the goal metric before you can create new rollup fields.

  7. Select Save.

  8. Under Step 2: Define the rollup fields for this metric to track the target's actual and in-progress values.

    1. On the Rollup Fields tab, in the Records group, select Add New Rollup Field.

    2. Under Information, select General. The Rollup Field dialog box opens.

    3. Under Step 1: Specify the rollup field to track against goals, fill in the information:

      • Rollup Field. Select a rollup field where the metric rollup data will be displayed in the goal. You can display an integer or money, depending on the Metric Type you chose. You can't select a field you already added to the metric.
    4. Under Step 2: Specify the details about the source data that rolls up, fill in the information:

      • Source Record Type. Required. Select the record type to use as the source of the rollup data for the metric.

        Note

        A custom record type (entity) that is organization-owned isn't available in the Source Record Type drop-down list for selection. For more information about entity ownership, see Types of entities.

      • Source Record Type State. Required. Select the record state you want to use as the source of the rollup data for the metric.

      • Source Record Type Status. Required. Select the status of the records you want to use as the source of the rollup data for the metric. State and status may be identical, depending on the record type you selected.

    5. Under Step 3: Specify the date field that determines the goal period that the records will roll up into, fill in the information:

      • Record Type. Required. Select the entity that contains the date field you want. Typically, you can only choose the same record type you selected as the Source Record Type.

      • Date Field. Select a date field. The options available in the list are from the entity you selected in the Record Type field.

    6. Select Save & Close.

  9. Under Information, select Description, and then enter a description for the goal metric to enable other users to understand what metrics are being tracked.

  10. Select Save.

See also

Create or edit a goal
Progress Against Goals report