1 - Define the metric, Enter metric and amount data types. 2 - Create a new rollup field. 3 - Specify the rollup field to track against goals. 4 - Specify details, about the source data that rolls up. 5 - Specify the date field that determines the goal period that the records witll rollup into. Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-edit-goal-metric