Define goal rollup queries (Sales & Sales Hub)

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

Create a rollup query (Sales Hub)

Important

Currently, you can't create a goal rollup query in the Sales Hub app. To create a goal rollup query, use the Dynamics 365 - custom app.

Create a rollup query (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.

    Check your security role

    • Follow the steps in View your user profile.

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

  2. Go to Rollup Queries. How do I get there?

  3. To create a new rollup query, in the Records group, select New.

    -OR-

    To edit a rollup query, select Edit.

  4. 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.

      Note

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

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

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

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

  8. To view the data for a goal, on the nav bar, select Sales, and then select Goals.

  9. Select the goal you want, and then select More CommandsMore Commands button in Appointment Activity, and then 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