Define goal rollup queries (Sales Hub)

Use the rollup query to gather data about a given goal, including all its related goals, in one view.

  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 Rollup Queries.

    Goal Metrics in the site map

  4. To create a new rollup query, on the command bar, select New.

  5. Fill in your information. Use the handy tooltips as a guide.

    • Name. Enter a name between 1 and 50 characters.

    • Entity Type. Select the record type.

    • Owner. Select the Lookup icon, and select the user or team who will own this query.

    Rollup query form

    Note

    If you change this selection after you add your query criteria in the Query section, your query criteria will be deleted.

  6. In the Query section, add the criteria for your query. The criteria you can add depends on the record type.

    Build a query for rollup

  7. To see the results for the query, select View Records.

  8. Select Save, Save and Close, or, to create a new rollup query, Save and New.

  9. To view the data for a goal, in the site map, select Goals.

  10. Open the goal you want, and then on the command bar, select Recalculate.

    The values of the actuals are recalculated. You can see the recalculated values in the Percentage Achieved, Actual, and In-Progress columns. If you open the goal, under Actuals, you can see the Last Rolled Up Date.

Note

The maximum number of records that can be counted in a goal rollup query is 5000.

See also

Create or edit goals
Define a goal metric

Note

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