Take advantage of Microsoft Dynamics 2011 CRM Goals Area to set Short and Long Term Goals for your Sales and Service.  You can track In-Progress and Actual Revenue Goals against target, as well as, statistical Goals for Individuals, Teams, and Organization.  Almost anything you enter into Microsoft Dynamics CRM 2011 can be tracked in the Goals area.   You can stop tracking your goals manually and utilize the robust functionality of your Microsoft Dynamics CRM system.

Below is a quick start “simple” demonstration to set-up Revenue Goals for a team.

Select Sales on the left-hand navigation pane.  Select Goals about half-way down under Sales Pane.  In the top ribbon of your screen, select new to create a new Goal.

The first goal we will create is the Parent Goal.  This Goal will be the Team or the Organization Goal.  If you have individual goals, you could have three different goals.  One for the individual, One for the Team, and One for the Organization.  The Organization Goal is the Parent Goal of the Team.  The Team Goal is the Parent Goal of the Individual.    We will start with the Organization Goal, such as,  “Jan 2012 Total Sales”.

Type into the Name Field  Jan 2012 Total Sales.  Since this is the parent Goal, you will not select a Parent Goal.

The Goal Owner should be the individual who is tracking all the goals for the organization, such as, the Sales Manager’s user name.

The next field is the Metric field. Your Microsoft Dynamics CRM 2011 is already set-up with some basic metrics for tracking Goals.  For this example, we will be utilizing the Revenue. Select Revenue.

The next tab on the goal is the Time Period.  Select Fiscal Period.  Select JanuarySelect Fiscal Year FY2012 Fiscal Year.   If any of the fields look different, your Fiscal Period System Settings are set-up differently then the example I am demonstrating to you.  You do not need to change the system settings to configure the goals.  Your selection criteria may just be a little different that this view.  If you need to change the system settings, see your system administrator.

Just below the Time Period Tab, there is a Tab titled Targets.  In the Field Target (Money),  type in the Target Revenue Figure of $2,500,000.  At this point, your screen should look like the below screen.

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As you scroll down the Goal, disregard the Child Goals for now.  They will be automatically added to the Parent Goal when we set up the Child Goal.   You can also disregard the Actuals Tab.

On the Goal Criteria Tab, select Yes on the field titled Roll Up Only from Child Goals.

As for the other fields, we will not use those fields for this demonstration.  They are used for more advanced Goal Setting.

On the top Ribbon of the record, select Save and Close.

 

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We will now set-up two Child Goals.  We will want to repeat the steps above to create a new Goal except we will change four fields.

You will select New in the ribbon.  Repeat steps above except for below fields should be as stated below.

Child Goal #1

1.  The name should be Jan 2012 Deborah Burgesser Sales Goal.

2.  Select the Parent Goal using the Lookup.   The Parent Goal will be Jan 2012 Total Sales Goals.

3.  In the Field Target (Money), type in the Target Revenue Figure of $1,250,000.

4.  Leave NO selected on the field titled Roll Up Only from Child Goals.

Child Goal #2

1. The name should be Jan 2012 Brian Begley Sales Goal.

2. Select the Parent Goal using the Lookup. The Parent Goal will be Jan 2012 Total Sales Goals.

3. In the Field Target (Money), type in the Target Revenue Figure of $1,250,000.

4. Leave NO selected on the field titled Roll Up Only from Child Goals.

Once you have created these three goals, your My Goals for this Period should look like the view below.  Remember, if you are not the Goal Owner you will not see it in the view below.  You will need to change your view to Active Goals.

 

enCloud9 | Microsoft Dynamics 365 CRM Consultants Dynamics 365 QuickTips - How do I set up Goals? Dynamics 365 CRM QuickTips enCloud9 Microsoft Dynamics 365 Microsoft Dynamics CRM

 

The next step will be to Select the Goal Name Jan 2012 Total Sales Goals.  Scroll down to the Child Records to confirm the two Goals are listed.

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At this point, you can Recalculate the Goal.  Select Recalculate in the top ribbon of the record.

 

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Once you Recalculate, you will see figures in the fields below on the the Parent, Team and Individual Goals respective to their figures.

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These records will be automatically recalculated based on your system settings.   Below are the default system settings in your Microsoft Dynamics CRM 2011.   You can change it if you so desire.

enCloud9 | Microsoft Dynamics 365 CRM Consultants Dynamics 365 QuickTips - How do I set up Goals? Dynamics 365 CRM QuickTips enCloud9 Microsoft Dynamics 365 Microsoft Dynamics CRM

You can see progress on your goals on the All Goals View.  Below is an example, utilizing Goals for Teams.  You can see the Target, Actual, and In-Progress side by side in this view.

 

enCloud9 | Microsoft Dynamics 365 CRM Consultants Dynamics 365 QuickTips - How do I set up Goals? Dynamics 365 CRM QuickTips enCloud9 Microsoft Dynamics 365 Microsoft Dynamics CRM

I would love to help you set your Goals for 2012 so you can monitor your monthly and annual Revenue and/or Statistical Target, In-Progress, and Actual Goals.

If you have questions about setting up Goals within Microsoft Dynamics CRM 2011, please do not hesitate to give me a call at 402-235-8540.

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