Goal management entities


Applies To: Dynamics CRM 2013

The goal management in Microsoft Dynamics CRM lets you set sales, marketing, and other business goals for your organization and measure the results against the targets. The goal management will help you motivate your work force, identify successful programs, do better planning, and grow your business.

Goal management offers the following capabilities:

  • Create a complex goal hierarchy where each goal is assigned to an individual goal contributor or a team.

  • Use the goals in the hierarchy to track important business data, such as revenues, customer services cases, or phone calls. You can also track data represented by custom entities.

  • Roll up the totals for each goal, such as total revenues or units shipped, in the hierarchy tree.

  • Measure the results of the rollup against the targets or stretch targets.

  • Track the goal results for a fiscal period or a custom period.

  • Align the goal period with the current fiscal year settings.

  • Support different goal types, such as Amount or Count.

  • Track actual, in-progress, and custom data.

  • Add complex queries to refine the results of the rollup.

  • Override the results of the rollup to include new or additional data.

  • Incorporate goal results in reports, charts, and dashboards.

  • Support workflows and customizations.

In This Section

Create goal hierarchy, goals, and targets

Define goal metric and rollup fields

Add complex goal criteria

Roll up goal totals

Goal entity messages and methods

Metric (goal metric) entity messages and methods

RollupField entity messages and methods

GoalRollupQuery entity messages and methods

Sample: Rollup goal data for a custom period against the target revenue

Sample: Rollup goal data for a fiscal period against the stretch target count

Sample: Use rollup queries to track goals

Sample: Override goal total count and close the goal

Model your business data

Product catalog entities