Sales Appointment Tracking
Question
A company measures their sales team on the number of appointments they make in a fiscal year.
The company needs to be able to track how many appointments have been scheduled by each salesperson.
You need to ensure the sales representatives are achieving their appointment targets.
What should you configure?
Answers
Explanations
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A. B. C. D. E.C.
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-edit-goal-metricThe correct answer for this question is C. A goal for each salesperson with metric type set to count for number of appointments made.
In Microsoft Dynamics 365 Sales, goals can be used to track and measure progress towards specific objectives. Goals can be configured for individual users or teams, and can be based on a variety of metrics. The metric type determines how progress towards the goal is measured.
In this scenario, the company wants to measure the number of appointments made by each salesperson. Therefore, the appropriate metric type is count, which counts the number of instances of a specific event. The goal should be set for each salesperson, so that progress can be tracked at an individual level.
Option A, which suggests setting the metric type to amount for number of appointments made, is not appropriate because the metric type of amount measures progress towards a specific target value, such as revenue. Option B, which suggests setting the metric type to count for each customer, is also not appropriate because it measures progress towards the number of customers, not the number of appointments made.
Option D suggests creating a view with revenue for each salesperson. While this information may be useful, it does not address the specific goal of tracking the number of appointments made.
Option E suggests creating a view with appointments for each salesperson. While this information is relevant to the goal, it does not provide a way to measure progress towards the goal. A goal is needed to set a specific target and track progress towards it over time.
Therefore, the correct configuration to ensure sales representatives are achieving their appointment targets is to set a goal for each salesperson with a metric type set to count for the number of appointments made.
