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
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
More About This Author
Array
- Dyn365CE2 February 2024Validate file input of manually triggered flow with trigger conditions
- Dyn365CE25 October 2023Bulk Delete assets in Microsoft Purview via the user interface
- Dyn365CE24 October 2023Bulk Delete assets in Microsoft Purview with Power Automate flow
- Dyn365CE26 March 2023Populate a dynamic Microsoft Word template in Power Automate flow