Hi Community,
I am quite new to ms crm and need suggestion on below points.
I am working on project where we follow users hierachy. We have Area Sales manager -> Sales Manager -> BDEs
Child goals details would not be available in the data shared by client as they would set goals till SM only.
I have created one goal metric in which I have set Rollup fields and criteria. I need records created by SM and also the records created by BDEs under that SM. Without child goals for BDEs how can we achieve Target set and achievements. Can we define rollup query in such a way that we implement Rollup calculation based on user hierarchy.