Dynamics 365 F&O/AX Dynamics 365 CE / CRM Dynamics GP Business Central / NAV UG Dynamics SL Power Platform Fabric UG MS Copilot UG

[Heidi Neuhauser]

Up

0

Down

::

Hi there Michelle! I’ve worked with Goals in Sales App. I’m not sure if Field Service are different? They’re very powerful but can be quite time consuming to set up initially. You can do annual goals, quarterly, monthly or other frequencies that meet your need. There’s a specific order to getting it all set up… check out this Microsoft Learn article – it walks you through all of it: https://learn.microsoft.com/en-us/dynamics365/sales/goals-overview

You’ll also need to think about your hierarchy. How many tiers is it?
– Aaron is my sales rep, he only sees his goals.

– Michelle is the sale manager, she only sees goals for her sales reps.

– Heidi is the VP of sales, she sees everyone’s goals.

In this scenario, Aaron has a “Parent Goal” of Michelle’s specific goal that matches the frequency (for example, Michelle Q1 2023).

Michelle has a “Parent Goal” of Heidi’s specific goal that matches the frequency (ex/ Heidi Q1 2023).’

Heidi has no “Parent Goal” because she sees everything.

It gets complicated fast, right?! It gets easier and makes more sense as you do it, I promise!

Basically, you’ll do this, in order:

1. Create your goal metric (Count or Amount, then configure it)

2. Determine your frequency (Fiscal Period or Custom), then set up your parent goals first. I put all of these into one spreadsheet to upload. You need 1 line item for each goal frequency . This would be the top of your hierarchy, the user that has no Parent Goal. This spreadsheets gets imported first. Make sure there are no errors before doing the next level of your hierarchy!!

3. Next, set up the next level of your goals. Repeat #2 with the user in Step 2’s Goal Name as your Parent Goal. This is your second spreadsheet – make sure there are no errors before doing the next level of your hierarchy!

4. If there is another level of hierarchy, Repeat #3 with the users in Step 2 (when appropriate) Goal Name as your Parent Goal.

If you have more questions, let me know!