Goals, Goal Metrics, and Rollup Queries

Goals allow for the organization to capture and track their achievements. The nicest aspect to goals is that they are not singularly revenue-based (that is, the total sum of something sold for a given period), but rather can be aggregate-based (such as the total number of cases closed). As such, they provide a robust format for capturing performance metrics.

To create goals, you first need to create goal metrics and rollup queries. Goal metrics are used to determine which metric you want to use to measure your goal (count or amount), and rollup queries are the specific field you want to pull the data from.

By default, you will find at least three goal metrics included with the system. These are shown in ...

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