Goals Quiz

5 questions Pass: 70% +25 pts (50 with Pro)

Quiz covering Goals and Forecasting

What you'll be asked

  1. Which record type is primarily used to track progress against a target in Dynamics 365 Sales?
  2. When configuring a Goal, what is the purpose of the 'Goal Metric'?
  3. A manager wants to see the total revenue from all closed opportunities for their team. Which feature should be used to automatically calculate this value on the Goal record?
  4. What happens when you create a parent-child relationship between Goal records?
  5. You have a Goal that is currently not updating its 'Actual' value despite having related opportunities that meet the criteria. What is the most likely reason?

Answers and explanations come after you submit.