Track and Measure Company Goals with Microsoft Dynamics CRM Goal Metrics

Updated March 22, 2021 · Originally published September 12, 2011

In order for a company to grow, it is important to be aware of employee productivity.  Creating goals and seeing them through will often define a company’s future success. Luckily, Microsoft Dynamics CRM has a built-in feature called Goal Metrics which tracks progress against a set goal. Furthermore, it allows each goal to be broken down into  smaller goals, allowing your team to track and note successful steps in the process.

The Goal Management feature in Microsoft Dynamics CRM tracks a sales organization’s progress toward revenue targets or any other metric you want to use to assess progress. You can measure revenue and call volume, set  targets, goal hierarchy, specific goal criteria and definie goal metrics and roll-up fields. Basically you can focus on any  kind of productivity or milestones  in your process. With Microsoft Dynamics CRM 2011, you not only optimize the efficiency of your sales team, you are also able to establish marketing and support case goals to track productivity across your entire organization.

The Microsoft Dynamics Resource Center has a video that walks the user through setting up and using the goals feature both for Microsoft Dynamics CRM on-premise and Online. If you find you do not have access to this resource ask InterDyn AKA, The Top 2011 ERP Partner for the East Region.

by InterDyn AKA, New York Microsoft Dynamics CRM Partner