We have teams that would like to report on actual performance compared to goals on a dashboard. Right now all I can think of is creating a custom object and have a different record type for each 'date' that the goals would roll up into and have a look up field on the opp for each record type, but trying to limit technical debt.
We would like to do this to ensure that edge case metrics are taken into account. Ex) If an opp is created in December 2023 but it's closed in March 2024 (want to record close in 2024 but the creation of the opp in 2023). So if there is any advice out there on how to accomplish this with one object/record type that would be great.
Requirements:
- Team goals would be input individually but roll up into total company goals
- Team goals would be input quarterly but roll up into total year goals
- No individual goals are needed, just the team goals
- Automation would associate actual with goals, limited manual
- Need to be able to report on a dashboard and filter by team and fiscal period
- Would like to create the least amount of fields/objects/record types as possible
- Team manager/team member would input goals not admin's responsibility
I've already looked at Steve's Molis on reporting on goals vs actual but that only works for closed/won opp count and opp won amounts. Looking for a more extensive solution. TIA!!
Update: I was able to create a dashboard using CRM Analytics, by putting our sales goals in a CSV by sales rep by quarter. Using this CSV combined with SF data it worked perfectly.
