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Field Service – Goal Metrics
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Field Service – Goal Metrics
Good morning! this is my first time posting and wanted to see if anyone in this group is using the Goal Metrics located in the Advanced Settings, Business Management section in Field Service within their company? If you are, can you give me some background into what you are using it for and how helpful it has been.
Thanks in advance.
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7 Replies
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@heidineuhauser would you be able to assist @michelle-wishartnatpow-com here?
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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!
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Sorry for the delay in replying back. Just got back into the office after a long weekend.
Thank you for taking the time to break out this information. I am going to look into the article you included and see if this is something that we be able to utilize in our company. If I have more questions, I will definitely reach out.
Enjoy the rest of the holiday season.
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@kyliekiser or @heidineuhauser wondering if you have any insights to help Michelle.
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