Using Sales Goals and Charts: How to Visualize Sales Progress in Dynamics CRM

Thursday, July 21, 2016 @ 12:30 PM EDT


Microsoft Dynamics CRM goals and charts gives sales departments an up-to-the-minute view of their progress toward targets. Define goals for each sales rep, and track actuals and in-progress opportunities against the sales rep's quarterly target.

Join Dave Carr from Trovare Business Solutions for a live "How To" webcast, exploring features introduced in the Dynamics CRM Spring 2014 release wave that make it simple to get the sales chart views your team needs. Whether you are a CRM admin, a user, or are looking into Dynamics CRM for the first time, follow along live while we show you how to:

  • Import, Modify or Add New Goals Using Goal Forms
  • Set Targets and Actuals
  • Set Goal Criteria for Individual, Group or Rollup Goals
  • View Chart Data by Performance Quarter and Individual Sales Reps; and
  • Modify Dashboards and XML Charts


Senior CRM Consultant, Trovare Business Solutions