Microsoft Dynamics CRM 2013 Unleashed

Set Goal Criteria

Finally, the goal criteria lets you set criteria that are used for rolling up actuals data against the goal:

Roll up only from child goals—Sets the goal as a summary of only child goals, or as a summation of both child and parent goals.

Record set for rollup—This limits the rollup to include only the owner or all records and has an effect on the underlying data depending on desired results.

Rollup query—This is Actual, In-Progress, ...