Goals Toal: 2 Critical Questions That Support Can't even asnwer

[Shadab_Khan]

𝗧𝘄𝗼 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 𝗮𝗯𝗼𝘂𝘁 𝗛𝘂𝗯𝗦𝗽𝗼𝘁 𝗚𝗼𝗮𝗹𝘀 𝗳𝗼𝗿 𝗛𝘂𝗯𝗦𝗽𝗼𝘁 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆 🧼:

1️⃣ What's the difference between 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 and 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝗲𝗱 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 goal templates?

Both seem to have EXACT definitions:
Object: Deals
Property: Currency
Amount: Company currency
Aggregation: Sum
Filter: Closed won is true

Yet, when I spoke with support, they said 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝗲𝗱 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 is based on the chance of closing a deal, while 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗚𝗼𝗮𝗹𝘀 are the exact amounts closed. But when I look at my own data, it's not adding up.

For example, in my Salesforce integration pipeline, I see a $5K closed and $15K open, but it's not capturing from the weighted amount. 🤔

2️⃣ How do you manage 𝗧𝗲𝗮𝗺 𝗚𝗼𝗮𝗹𝘀 with variable individual targets?

I've set up a team goal, but the closed amount isn't matching up. The pipeline shows only one deal at $90K, yet it's showing double that amount. Support said it's because I'm part of the team, so I'm calculated twice. That explanation just doesn’t sit right with me.

Does anyone else find this confusing? I’d love to chat with the product manager of the goals tool to share feedback and learn more. If you have answers, please share! I'm open to learning and understanding how this works.

👉 Watch the LinkedIn video to visually understand what I'm saying, and feel free to share your thoughts!

[kennedyp]

Hi @Shadab_Khan! Thanks for the detailed post and questions. I am glad you could work with Support for some initial troubleshooting. Were you able to show them the differences in your expected calculations as well? They would be able to help you deep dive into these specific examples for a better explanation.

Could you share an example of a Deal's weighted total and your expected forecast amount? The Forecast amount should be the deal amount multiplied by the forecast probability, so we want to check if the probability of the deal stage is not aligning with the output.

As for the goal, when creating custom goals, you need to set the goal for the users, or the team. If the goal is set for both, this will add the amounts together, and look as though it has been doubled. More information is in this Knowledge Base article. 

That said, I am sure some of our experts have similar experiences or explanations they can share. @trevordjones, @Humashankar, @Josh --any additional insight you can provide regarding these forecasted revenue amounts and Goal calculations? 

Thanks in advance! Hope this helps 😊

Best, 
Kennedy

[trevordjones · Accepted solution]

Hi @Shadab_Khan and thanks for th tag @kennedyp !

Weighted amout and forecast amount fields are different. If you want to derive a value that is equal to amount x deal stage probability, then you should use Weighted Amount in Company Currency, not Forecast Amount.  Forecast Amount figures in the Forecast Category, rather than the deal stage probability. 

This is different from Forecast Amount (Legacy) which calculated as amount x deal stage probability, which may be the source of the confusion.

Regarding your second quesiton, in my test example using the agency test portal, my goal was NOT added to the team goal.  I set the team goal at $2000/month and my goal at $1000 per month, and the resulting annual total was $24,000 per year or $2000 per month.  To do this, I used the template "Forecasted Revenue" and clicked the radio button "Team with user goals."