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Maximizing Your Sales with Microsoft® Dynamics™ CRM 2011 by Adam Kachinske, Timothy Kachinske, Edward Kachinske

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Chapter 6. Managing Sales

Managing goals

Every organization has goals. A salesperson might need to generate $30,000 of revenue in a quarter. A service technician might be required to close 15 service cases every week. In CRM, you can create and track goals for employees in your organization.

Task A Creating “amount” goal metrics (Step 1)

For a monetary goal, you would use an “amount” goal metric. You might, for example, want a salesperson to generate a certain amount of revenue in closed opportunities within a specified period. Before you can create a goal for this salesperson, you would need to create a revenue goal metric.

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