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Thread: Problems with Manage Your Objectives add-on

  1. #1
    renepf is offline Junior Member
    Join Date
    Jul 2011
    Posts
    1

    Default Problems with Manage Your Objectives add-on

    I want to be able to measure and visualize in the form of a charts in a dashlet how many closed won opportunities a specific user has. I have successfully done so for how many opportunities a specific user has but just can't get it right with how many closed wons.

    Here's what I've done

    I have set an indicator as follows:
    Object: Opportunities
    Operation: Count
    Period: Month
    Direction: Min
    Attribute: [blank]
    Reference: Date Created

    The condition is attached to the above indicator:
    Attribute: Sales Stage
    Condition value: Closed Won

    Objective:
    Indicator: the indicator mentioned above
    Assigned to: User I want to measure from

    Can anyone please help me? I have spent three days on this now and it is crucial for our small start-up that it works

    Best,
    René

  2. #2
    PanJun is offline Sugar Community Member
    Join Date
    Nov 2008
    Location
    Shanghai
    Posts
    50

    Default Re: Problems with Manage Your Objectives add-on

    Hi René,

    You can try the new release and follow the user guide, your objective is typical and easy to implement.
    SugarForge: Manage your Objectives: Project Info

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