Currently, it appears there is no way to automate the recalculation of goals in CRM.
Scenario: Nightly interface from Business Intelligence system provides Currenty and Prior YTD sales. Because it is updated nightly, it would be nice to trigger the automatic re-calculation of goals in CRM to get progress toward Targets.
Impact: Not ideal for users - affects user adoption of CRM.
Workaround: None - would require development when automation should simply exist in the framework for Goals.
Considering not using CRM Goal functionality simply because no automation exists. May end up going to Business Intelligence, which defeats one of the purposes of having purchased a CRM system for our sales team.
Comments
Thank you for your suggestion. We are considering this functionality for a future release of CRM. Joey Peng This posting is provided "as is" with no warranties, and confers no rights.
Category: General
Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.