Nick:This is a very valid approach that just may fit the need here. I understand your caveat on not seeing the totals in a view but any reporting on these totals across multiple records will likely be through Power BI. Other than the screen real estate the three sub-grids will use, the method is simple and, as you state, out-of-the-box. I was thinking through how to describe the need in an enhancement request to Microsoft and my thoughts had, unfortunately, jumped to defining the solution and not the requirement. I had grossly oversimplified the solution to "all that is needed is the ability to reference a view (or FetchXML statements) to qualify the records in the set-up of the roll-up field". Unless I'm not understanding this, the roll-up query for Goals is the model for the solution. And enhancement for this would get the screen real estate back to displaying three fields and not three sub-grids since the MTD total will be zero most of the time. Thank you, and thanks to Tonal and Niels for their suggestions!
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