Goal Management Microsoft Dynamics CRM 2011

With Microsoft Dynamics CRM 2011 you can specify key function and business health information. In this way you can track and determine outcomes to your organization’s objectives or metrics. You can quickly and easily specify targets to get a campaign or fiscal period for mix smaller objectives, like for particular groups or territories, to the general objectives for the business.

It lets you specify the goals you want individuals or teams to achieve, and then track performance against those goals.

Among the large improvements within the new launch of Microsoft Dynamics CRM 2011 is the ability to monitor progress to your key performance and business health information. Basically, when you store data in the field you can create a goal out of it in CRM 2011!

Which means you can assign goals and determine latest results for a marketing campaign, sales performance and several other areas on the time period.


For example, you can set CRM goals metrics for:

  • The number of qualified opportunities per month
  • How many opportunities are created from campaigns
  • Individual revenue targets
  • Average number of cases outstanding
  • Number of completed telemarketing calls per week

From these metrics individual goals can be applied in CRM to define:

  • The period of time the goal covers
  • The owner responsible
  • Rules for rolling up in-progress and actual totals
  • The overall goal target value

You can even add layers of goals where smaller sub-goals allocated to specific teams or territories which are derived from a bigger overall target. A good example of this working is in a sales division.

Sales goals are often allocated all over groups allowing managers to assign personal goals by developing child goals which are related to the main goal. That means a national sales manager can allocate goals to every region group while each regional manager will allocate the focus on individuals within their group.