Reference:
Rollup Field - Actual (integer):
The Actual (integer) rollup field is suitable for counting the total number of completed outgoing calls. This setting ensures that each completed call is tallied accurately, providing a straightforward measure of the sales team's activity in terms of call volume.
Using an integer type for the rollup field is appropriate for count-based metrics like this.
Source Record Type Status - Completed:
The Completed status ensures that only calls marked as completed are counted towards the goal. This is crucial for measuring finished activities, as it excludes calls that may still be in progress or have other statuses.
Setting the source record type status to Completed aligns with the requirement to measure only outgoing calls that have been fully executed.
By selecting Actual End as the date field, Actual (integer) for the rollup field, and Completed for the source record type status, you ensure that the goal measurement accurately reflects completed outgoing calls within the specified calendar year timeframe.