Goal Management in MS CRM 2011

Microsoft Dynamics CRM has a new set of capabilities that allow a company to define goals for the organization, and have goals for groups and individuals within the organization roll up automatically to show progress toward the goal.

Goal Management in MS Dynamics CRM 2011 evolve around following entities.

RollUp Fields:

Defines the field values of an entity to pull. Rollup fields are defined in RoleUp Metric. These fields will then be displayed in Goal screen When Goal is Calculated. We'll then define a Rollup Query for each of the Goal Metric field in the defination of Goal.

Goal Metric:

Container for the Rollup field and defines whether it'll be a monetory value i.e. Revenue or a quantative value i.e. Number of Cases.

RollUp Query:

Gets All the records of an entity based on a filter Criteria. RollUp Metric is then calculated from the query result.

Goal:

Goal is the place where you get the Targeted and Actual performance of the Goal. The Process works like this:

• RollUp query is run for each of the Goal Metric field we've defined, the query for each field can be the same query or a different query. The query gets a number of records as per the Rollup query criteria.

• From the Rollup query results you'll get the values for the fields listed in Goal Metric.

• From those value then Targeted and Actual Goals are calculated.

An example is as listed in Microsoft CRM 2011 official Goal Management video:

1. Goal is to track the Actual Revenue earned in quarter 3 plus the In-Progress Revenue for fiscal year 2010, quarter 3. The In Progress revenue is calculated by summing up estimated revenue of the opportunities which are/were still open during quarter 3. The Actual Revenue is calculated by summing up the Actual Revenue earned for all the Won opportunities during quarter 3.

2. To achieve this we'll define 2 Rollup Fields i.e. In-Progress (Money) and Actual (Money) which are mapped to Estimated Revenue and Actual Revenue in Opportunity entity.

3. We'll then create a Goal Metric from these fields. Since estimated revenue and Actual revenue both are monetory values in the goal metric we've defined Data Type as Money.

4. We've then created a Rollup Query from which we'll get the values for our Goal Metric's Rollup fields.

So the Rollup Query executes for each Rollup Field. Then the Statistics for the Rollup Fields are calculated from each Rollup Query results and shown as a Goal progress.