Goal Wizard | A MICROSOFT DYNAMICS ADD-ON PRODUCT

Reduce the Time to Create & Update Goals by 90%

 

What gets measured, gets done! Goal Wizard lets you quickly create and copy goals. The ability to add and manage goals in Microsoft Dynamics CRM is great Without Goal Wizard, adding them can be a timely and tedious.

goal wizard microsoft dynamics add-on product

Product Features:

      • Automatic email notification based on a time interval
      • Process driven wizard & bulk goal creation
      • Excel-like editor & sortable grid
      • Copy & paste goals from Excel and other data sources
      • Supports periods, stretch goals, query types, multiple goal owners
      • Auto calculate period goals based on annual goal values
      • Goal copy functionality:

– Copy to new period (year, quarter, etc.)

– Increase/decrease percentage

– Increase/decrease period amount

– Increase/decrease total amount

 

Pricing:$2 per user/month (Discount for NuSoft Customers)

Questions?

 

For questions on Goal Wizard, please reference the User Guide below or contact us.

DOWNLOAD THE USER GUIDE

Purchase Goal Wizard

After completing the form below, a NuSoft team member will contact you to finalize your purchase.