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Mastering Microsoft Dynamics CRM 2016 by Deepesh Somani

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Scenario 2

Peter leads the sales team in Contoso, and wishes to go through the goals set for each of the sales members and understand how they are performing against the goals that have been set for them:

  1. Create Goals for each of the team members:

In Dynamics CRM, we can define goals for each of the sales members. For defining the goals, navigate to Sales | Goals

  1. For creating goals, we firstly need to define Goal Metrics. Goal Metrics indicate the criteria against which the goals are being set. Out-of-box, we can configure Goal Metrics on three points:
    1. Number of product units.
    2. Revenue earned.
    3. Number of cases.

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