goal EntityType

Shows the actual value (Decimal type) achieved towards the target as of the last rolled-up date. This field appears when the metric type of the goal is Amount and the amount data type is Decimal.

Display name: Actual (Decimal)

Shows the actual value (integer) achieved towards the target as of the last rolled-up date. This field appears when the metric type of the goal is Amount or Count and the amount data type is Integer.

Display name: Actual (Integer)

Shows the actual value (Money type) achieved towards the target as of the last rolled-up date. This field appears when the metric type of the goal is Amount and the amount data type is Money.

Display name: Actual (Money)

Shows the actual value (money type) in base currency to track goal results against the target.

Display name: Actual (Money) (Base)

Actual Value of the goal.

Display name: Actual

Data type of the amount.

Display name: Amount Data Type

Shows the expected amount for actual value (decimal type) against the target goal.

Display name: Today's Target (Decimal)

Shows the expected amount for actual value (integer type) against the target goal as of the current date.

Display name: Today's Target (Integer)

Shows the expected amount for actual value (money type) against the target goal as of the current date.

Display name: Today's Target (Money)

Shows the expected amount in base currency for actual value (money type) against the target goal as of the current date.

Display name: Today's Target (Money) (Base)

Shows the expected value for percentage achieved against the target goal as of the current date.

Display name: Today's Target (Percentage Achieved)

Select whether only the goal owner's records, or all records, should be rolled up for goal results.

Display name: Record Set for Rollup

Shows the date and time when the record was created. The date and time are displayed in the time zone selected in Microsoft Dynamics 365 options.

Display name: Created On

Indicates a placeholder rollup field for a decimal value to track a third category of results other than actuals and in-progress results.

Display name: Custom Rollup Field (Decimal)

Indicates a placeholder rollup field for an integer value to track a third category of results other than actuals and in-progress results.

Display name: Custom Rollup Field (Integer)

Indicates a placeholder rollup field for a money value to track a third category of results other than actuals and in-progress results.

Display name: Custom Rollup Field (Money)

Indicates a placeholder rollup field for a money value in base currency to track a third category of results other than actuals and in-progress results.

Display name: Custom Rollup Field (Money) (Base)

Placeholder rollup field for the goal.

Display name: Custom Rollup Field

Depth of the goal in the tree.

Display name: Depth

The default image for the entity.

Display name: Entity Image

For internal use only.

Display name: Entity Image Id

Shows the conversion rate of the record's currency. The exchange rate is used to convert all money fields in the record from the local currency to the system's default currency.

Display name: Exchange Rate

Select the fiscal period for the goal.

Display name: Fiscal Period

Select the fiscal year for the goal that's being tracked.

Display name: Fiscal Year

Enter the date when the goal ends.

Display name: To

Unique identifier of the goal.

Display name: Goal

Enter the date and time when the period for tracking the goal begins.

Display name: From

Sequence number of the import that created this record.

Display name: Import Sequence Number

Shows the in-progress value (decimal) against the target. This value could contribute to a goal, but is not counted yet as actual.

Display name: In-progress (Decimal)

Shows the in-progress value (integer) against the target. This value could contribute to a goal, but is not counted yet as actual.

Display name: In-progress (Integer)

Shows the in-progress value (money) against the target. This value could contribute to a goal, but is not counted yet as actual.

Display name: In-progress (Money)

Shows the in-progress value (money) in base currency to track goal results against the target.

Display name: In-progress (Money) (Base)

In-progress value of the goal.

Display name: In-Progress

Indicates whether the metric type is Count or Amount.

Display name: Metric Type

Select whether the goal period is a fiscal period or custom period.

Display name: Goal Period Type

Select whether the system rollup fields are updated. If set to Yes, the next system rollup will not update the values of the rollup fields with the system calculated values.

Display name: Overridden

Indicates whether the values of system rollup fields can be updated.

Display name: Override

Shows the date and time when the goal was last rolled up. The date and time are displayed in the time zone selected in Microsoft Dynamics 365 options.

Display name: Last Rolled Up Date

Shows the date and time when the record was last updated. The date and time are displayed in the time zone selected in Microsoft Dynamics 365 options.

Display name: Modified On

Date and time that the record was migrated.

Display name: Record Created On

Shows the percentage achieved against the target goal.

Display name: Percentage Achieved

Error code associated with rollup.

Display name: Rollup Error Code

Select whether the data should be rolled up only from the child goals.

Display name: Roll Up Only from Child Goals

Shows whether the goal is open, completed, or canceled. Completed and canceled goals are read-only and can't be edited.

Display name: Status

Select the goal's status.

Display name: Status Reason

Select a stretch target (decimal) of the goal to define a higher or difficult level of goal than the usual ones.

Display name: Stretch Target (Decimal)

Select the stretch target (integer) of the goal to define a higher or difficult level of goal than the usual ones.

Display name: Stretch Target (Integer)

Select stretch target (money) of the goal to define a higher or difficult level of goal than the usual ones.

Display name: Stretch Target (Money)

Shows the stretch target (money) in base currency to indicate a higher or difficult level of goal than the usual ones.

Display name: Stretch Target (Money) (Base)

Stretch target value for all data types.

Display name: Stretched Target

Select a goal target of the decimal type to use for tracking data that include partial numbers, such as pounds sold of a product sold by weight.

Display name: Target (Decimal)

Select a goal target of the integer type to use for tracking anything countable in whole numbers, such as units sold.

Display name: Target (Integer)

Select a goal target (money) to track a monetary amount such as revenue from a product.

Display name: Target (Money)

Shows the goal target of the money type in base currency.

Display name: Target (Money) (Base)

Target value of the goal.

Display name: Target

For internal use only.

Display name: Time Zone Rule Version Number

Type a title or name that describes the goal.

Display name: Name

Unique identifier of the goal tree.

Display name: Tree ID

Time zone code that was in use when the record was created.

Display name: UTC Conversion Time Zone Code

Version number of the goal.

Display name: Version Number

Shows who created the record.

Shows who created the record on behalf of another user.

Choose the user or team responsible for meeting the goal.

Unique identifier of the goal that caused an error in the rollup of the goal hierarchy.

Choose the metric for the goal. This metric determines how the goal is tracked.

Shows who last updated the record.

Shows who last updated the record on behalf of another user.

Enter the user or team who is assigned to manage the record. This field is updated every time the record is assigned to a different user.

Unique identifier for the business unit that owns the record.

Unique identifier of the team who owns the goal.

Unique identifier for the user who owns the record.

Choose a parent goal if the current goal is a child goal. This sets up a parent-child relationship for reporting and analytics.

Choose the query that will be used to calculate the actual data for the goal (decimal).

Choose the query that will be used to calculate the actual data for the goal (integer).

Choose the query that will be used to calculate the actual data for the goal (money).

Choose the query that will be used to calculate data for the custom rollup field (decimal).

Choose the query that will be used to calculate data for the custom rollup field (integer).

Choose the query that will be used to calculate data for the custom rollup field (money).

Choose the query that will be used to calculate data for the in-progress rollup field (decimal).

Choose the query that will be used to calculate data for the in-progress rollup field (integer).

Choose the query that will be used to calculate data for the in-progress rollup field (money).

Choose the local currency for the record to make sure budgets are reported in the correct currency.