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Jay Liladhar Monthly Targets
Hi All,
Im trying to create a formula to measure the number of actrivities per user, each task represents a call or meeting and we have a global target of 30 a month. How could I put this into a formula and use a corresponding chart to number of tasks per user against their target.
Thanks,
Jay
Im trying to create a formula to measure the number of actrivities per user, each task represents a call or meeting and we have a global target of 30 a month. How could I put this into a formula and use a corresponding chart to number of tasks per user against their target.
Thanks,
Jay
Below is the simple design that you can use to achieve this functionality.
1. Create a custom object say (User Goal). Below are the list of fields in that object. (The purpose of having this new object is that in future if you want to set target every month this object can be used)
a. Lookup to user
b. Goal (Numeric Field)
2. Create a lookup field in Activity Object for this new custom Object (User Goal)
3. Write a simple trigger in activity to populate the User Goal Value in activity Based on the Activity Owner (Assigned To).
4. You can easily generate a report from this deisgn with less code.
The design looks like this
User Goal 1 (30)
Activity 1
Activity 2
Activity 3
User Goal 2 (45)
Activity 1
Activity 2
Activity 3
Thanks
Manoj S
Thanks for the reply - could I not create the 'Goal numeric field' on the user profile? Ive tried but no luck so far..
R
Jay