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ReportWhat I am trying to do is create child-parent goal hierarchy for sales goals.
First here is my setup:
Let's say I have 5 goals, one for each person for their sales. Now all of these child goals have rollup queries in order to make them filter the records we want to see.
Next I make a parent goal for the department and include all 5 of the individual goals as child goals. Then I make sure to select "Roll up Only From child Goals" in the Goal Criteria.
Now when I look at all 5 child goals and the parent goal, the actual and in progress amounts are correct. When I look at the participating records for each child goal they are also correct.
However, here is where the problem comes. When I look at the participating records for the parent goal, it is showing many, many more records than what would simply be the sum of all the child goals. It is listing records that would add up to far more than the actual and in progress totals are correctly showing.
Why is this happening and how can I make it so my parent goal only shows participating records that are only the sum of the child goals that were added to this parent goal?
Thanks
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