Goal management is more about what is happening (present) and what has happened (past), and forecast management is more about what might happen in the future (future), specifically related to revenue and Opportunities. How Does it Compare to Forecast Management? It provides in-progress and actual goal progress as well as custom measurements of goals. Specifically, it can be set up to track sales goals, customer-interaction goals, lead-conversion goals, and much more. What is the Point of Goal Management in Dynamics 365 Sales?ĭynamics 365 Sales Goal Management does everything mentioned in the first paragraph above.
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It does not emphasize the step-by-step process on how to set everything up in your system as that can be viewed here. This blog series will focus on understanding goals and goal management in the Dynamics 365 Sales Hub in Microsoft Dynamics 365 CRM solutions (otherwise known as CE). We can celebrate milestones and share with others of like mind to further generate excitement. Before the goals are met, we can review our current progress and most likely determine if the goal is too aggressive or limited.
We can compare from month to month or even week to week to see the progress if we have the data available. It also supplies us with critical information on how we are doing to meet the stated goal. Whether it is a financial, physical, or business goal, it motivates us to exceed “normal” expectations. Wouldn’t you agree? Goals provide a visual, strategic, and emotional target to reach.
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