Hi I’m using goal report to compare a specific kind of meeting done with the one should do.
The problem is that there is not the “Customize” option and when I put a different kind of date on which the tracking should be base (and not the one it uses in default, which is “create date”) it doesn’t actually change. Infact, clicking on the numbers of meeting done shown, there are meeting that are counted on, for example, june because they were created that month, but the activirty date is in july.
Use the Custom Report Builder instead:
- Choose Single object > Activities
- Filter for Meeting type only
- Use Activity date as your reporting dimension
- Group by month or week depending on how you want to track
This report will give you accurate counts based on when the meetings actually happened so it aligns better with how most teams track their goals.
You’ll lose the automatic goal comparison (like “X out of Y achieved”), but at least the data will be correct and easier to trust.
Hi, thanks for your kind reply.
I found that in the goal report section there is a button called “selecred properties” that allows you to change the datas considered for the report.