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Currently, in Dynamics 365 Goal Management, parent goals roll up Actual values but do not roll up Target (Money) values. This behavior is the system standard behavior, but it limits reporting and business visibility when organizations need consolidated targets at higher levels.
Requested Enhancement:
- Allow Target values to roll up from child goals to parent goals, similar to Actuals.
- Provide configuration options so admins can choose whether Target rollup is enabled or disabled.
Business Impact:
- Improves accuracy of performance dashboards.
- Reduces manual calculations for aggregated targets.
- Aligns with customer expectations for hierarchical goal tracking.
This feature would help organizations meet their business needs without custom development and improve usability for reporting and analytics.
STATUS DETAILS
New
