Microsoft Dynamics CRM 2011 allows you to create the goals you want individuals or teams to accomplish, then track performance against those goals.
Some of the features CRM 2011 allows you to have at your disposal include:
- Creating targets
- Goal hierarchy
- Complex goal criteria
- Defining your goal metrics and rollup fields
- You may also assign and define both parent and child goals with CRM 2011
CRM Goal Management allows you to not only create sales and monetary goals, but also establish marketing, support case, and other business related goals for your organization.
To learn how to create a Monetary and Unitary Goal in CRM 2011 follow these steps:
Step 1: In the Sales section of CRM 2011, select Goal Metrics from the left navigation field. From this form, you can define the goal metrics you would like to track progress against. Create your own metric or use one of the CRM standards: Revenue, Units Produced, Leads Generated, and Support Cases Solved.
Below are two different examples of goal metrics. Revenue (right column), exemplifies a Monetary Metric that is based on amount and Number of Applicants (left column) shows a Unitary Metric that is based on count. Tracking and creating goals around your number of applicants (left column) is especially useful for staffing companies whereas tracking and creating goals around revenue (right column) is useful for just about any company.
Step 2: Select Rollup Queries from the left navigation to define the criteria of your goal. Assign your rollup query a Name, Entity Type, and Owner. Then define your query using the CRM 2011 Advanced Find Feature.
*Note: for any one goal metric you can create multiple rollup fields. For example, your revenue oriented goal can track progress of your actual revenue and in-progress revenue.
Step 3: Once you have established your goal metrics and rollup queries, it is now time to set up your goal. From the left navigation menu select Goal and then click New. Provide a name, time period, target, and assign your rollup queries. You may also define the parent/child goal relationship.
Once your goal has been created you can:
-Track your progress
-View your percent achieved
-Create goal specific charts or dashboards
If you’re interested in learning about more Microsoft CRM 2011 new features, check out our video showing how to create dashboards in CRM 2011 or our Microsoft Dynamics CRM 2011 chart customization blogs.