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Power Platform Community / Forums / Power Apps / CRM Goal Module - Do I...
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CRM Goal Module - Do I Need Unique Rollup Queries

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Posted on by gburner 18
Hi - 
 
I am working on implementing CRM Goals for our organization. We need to track new Opportunities by sales rep. Opportunities are owned by a sales team, not a sales rep. There is a field on the Opportunity called Outside Sales Rep that is a lookup to the systemusers table. 
 
So I have goals for each OSR:
 
Name: New Opportunities [User Name]
Goal Metric: Count of Opportunities
 
My question is, do I need a unique rollup query for each Outside Sales Rep that I want to track a goal for? None of the operators indicate that I can filter by the Goal Owner, which would solve this issue...
 
Thanks for any clarification.
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  • Suggested answer
    11manish Profile Picture
    11manish 3,333 on at
    Technically yes,  you need a unique Rollup Query for each Outside Sales Rep (OSR).

    Better Solution (Recommended)

    Instead of filtering by Outside Sales Rep, use record ownership.
  • gburner Profile Picture
    gburner 18 on at
    Yea it is not possible to filter by record ownership since the Opportunity records are owned by the sales team, not the individual ISR or OSR. Those are separate fields on the Opportunity record.

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