An entertainment company is using Dynamics 365 Sales. Ticket sales are tracked using opportunities and goals. Managers require total sales per salesperson to be available prior to their monthly…

Question

Options

• AIn the Goals Settings section of App Settings, select Rollup recurrence.
• BIn the Goals section of App Settings, select Actuals.
• CCreate a workflow for the Goals table.
• DIn the Business Management section of Settings, configure Goal Metrics.

• A
  73% (11)
• B
  7% (1)
• C
  13% (2)
• D
  7% (1)

Explanation

In Dynamics 365 Sales, you can configure the frequency of automatic data updates for goals to ensure monthly statistics are available. To adjust these settings: *-> Navigate to Goal Settings: In the Sales Hub app, go to App Settings, and under Performance management, select Goals Settings. *-> Configure Rollup Recurrence: In the Roll-up recurrence frequency field, set the number of hours between each goal rollup. *-> Monthly Timing: By default, the system recalculates goal actuals every 24 hours. If your goal is to have statistics specifically available once per month (720 hours), you must adjust this recurrence. However, note that the standard system limit for this setting typically requires a value of at least 24 hours. Manual Recalculation: Regardless of the automated schedule, managers can trigger an immediate update by selecting Recalculate on the command bar of any specific goal record. https://learn.microsoft.com/en-us/dynamics365/sales/developer/roll-up-goal-totals

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