Goals vs Actual: Track and Report Against KPI Targets for Any Object
Goals vs Actual: Track and Report Against KPI Targets for Any Object
Seeing how your efforts stack up against your targets is an important part of business reporting, but how do you get those targets into the same chart as your results? In this session you'll learn how to gather your KPI targets into a custom object then use Process Builders and Flows to automatically connect the KPI records to the required opportunity (or lead, or quote, or any other object) record. We will tie it all together by creating a report and dashboard to display your goal versus actual data, making you a reporting champion for your organization.
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