Published at: 2026-09-17
Configure goal rules
Standardize goal calculation criteria for entering and analyzing goal values.
Overview
By configuring goal rules, your organization can standardize evaluation criteria in CRM, eliminate cross-department reporting differences, and ensure that goal values are entered and analyzed using the same rules.
Before you begin
[!IMPORTANT] You need the Setup > Business Rule Management > Goal Rules permission.
Procedure
- Go to Setup > Business Rule Management > Goal Rules and create a rule.
- In Basic Info, enter the rule name, fiscal year, evaluation period, start time, and description. You can select a fiscal year from 4 years before the current year through 5 years after it. The evaluation period can be yearly, quarterly, monthly, or weekly.
- In Evaluation Rules, select the evaluation metric object and evaluation metric. Then configure the statistic date, evaluation dimension object, and evaluation dimension.
- In Data Range, set the conditions for data included in statistics.
- In Applicable Departments, select the departments where the rule takes effect. If needed, enable automatic addition of dimension values as applicable departments and the org structure change.
Verify the result
The rule details page displays the basic information, evaluation rules, data range, and applicable departments.