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Topics#Reports & DashboardsFrage von Jen Cheng
Jen Cheng fragte in #Reports & Dashboards
16. Apr. 2013, 22:57

How to add "Goals" to a dashboard without creating "Goals" field in Opportunity?

I would like to create a stacked bar chart of Goals vs Actuals in Dashboard using Opportunities. However, I do not want to create a "Goals" field in Opportunities. I'm thinking of creating a "goals" bucket and assigning goals to each region. Is that possible? If so, how do i assign the goals to each region? 

 

How to add

 

or is there another way?

 

Thank you.
24 Antworten
  1. Steve Molis (You Owe Me a Beer, Inc.)
    14. Juni 2016, 16:21
    Hi info@caremin.com ICM 

     

    In this post I explain it in a lot more detail => 

     

    Tips & Tricks: Creating Sales vs. Goal Reports and Dashboards  

     

    https://success.salesforce.com/answers?id=90630000000hs6gAAA

     

    Basically a "Quota" or "Target" opprtunity (whatever you wanna call it) can be connected to an Account, like like a regular Sales Opportunity, but it does not have to be.  On my Quota Opportunity Page Layout I've made the Account field optional, so the Target can be attached to a specifc Account, or Product(s) or Sales Team, or all of those things (or none of those things).
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