Goals Quiz

Quiz covering Goals and Forecasting

Questions in this quiz

A preview of the 5 questions covered. Start the quiz above to answer them, check your score, and read the explanations.

1. 1

   Which record type is primarily used to track progress against a target in Dynamics 365 Sales?

2. 2

   When configuring a Goal, what is the purpose of the 'Goal Metric'?

3. 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. 4

   What happens when you create a parent-child relationship between Goal records?

5. 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?