Overview:
This guide explains how to create a Goal Metric in CRM and configure its rollup fields for goal tracking and performance measurement.
Important: This functionality is available only to users assigned one of the following security roles:
System Administrator
Sales Manager
VP of Sales
VP of Marketing
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In CRM’s left navigation menu, navigate to Goals > Goal Metrics.
Click New on the command bar.
Complete the required fields in the General tab:
Name: Enter a unique name (1 to 100 characters).
Metric Type:
Select Amount to track monetary values.
Select Count to track non-monetary values, such as the number of new contacts.
Note: The Metric Type cannot be changed after the record is saved.
Amount Data Type:
Available only when Amount is selected as the Metric Type.
Not available for Count metrics, which use an integer value by default.
Note: This field becomes read-only after the record is saved.
Track Stretch Target:
Enable this option to track an additional target beyond the primary goal.
Click Save.
Configure Rollup Fields:
Open the Rollup Fields tab.
Click + New Rollup Field.
Configure the following settings:
Rollup Field: Choose one of the following:
Actual
In-progress
Custom Rollup (for example., tracking lost revenue)
Source Record Type: Select the entity used for the rollup (e.g., Opportunity).
Note: Custom entities are not supported.
Source Field: Select the field that contains the value to be calculated (for example, Actual Revenue).
Source Record Type State: Specify the record state (for example, Won).
Source Record Type Status: Specify the status associated with the selected state.
Record Type: Typically matches the selected Source Record Type.
Date Field: Select the date field used to determine the goal period (for example, Actual Close Date).
Click Save & Close.
Add a Description.
Open the Description tab.
Enter a clear description explaining the purpose of the Goal Metric and how it should be used.
Click Save.