Goals for Product Sales based on Opportunity Lines

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:…

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

Posted by 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.

Blog Syndicated with StefanS365’s Permission

Author: Stefan Strube

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