Goals for Product Sales based on Opportunity Lines

Stefan StrubeDyn365CE5 years ago13 Views

Goals are useful to keep track of your progress on achieving target revenue. Goal metrics define how a goal will be measured. Goals for Product Sales should be based on the Opportunity Lines, combined with the dates and status of the parent Opportunity.

The In-progress Revenue should be based on the custom calculated field Weighted Amount.

The calculation is set to:…

Continue Reading StefanS365’s Article on their blog

Goals for Product Sales based on Opportunity Lines – There’s Something About Dynamics 365

Goals are useful to keep track of your progress on achieving target revenue. Goal metrics define how a goal will

Blog Syndicated with StefanS365’s Permission

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