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.
Show More
Watch the latest videos from Salesforce.
Welcome to Salesforce Customer 360, One Integrated CRM Platform for uniting Marketing, Sales, Commerce, Service, and I.T. Departments.
Watch stories filled with thought leadership, inspiration, and insights from business leaders and our greater community.

Join our ten-part series to hear top CEOs share their stories with host Monica Langley.

Meet today's most innovative marketers.
Hear how Trailblazers in education are ensuring class is in session for all.
Female leaders discuss challenging the status quo and forging a new path forward for everyone.

Discover more videos & live broadcasts on Salesforce LIVE.