Target Tracker | End User Guide

You can create monthly salesperson targets in the GSP Target Tracker. There are two ways to create and set up...

Make sure you have configured Team Targets before creating records. There are two ways to create Team Targets: Use the...

Make sure you have configured Product Targets before creating records. There are two ways to create Product Targets: Use the...

Now that you’ve set the targets, you might want to change them. For example, the target amounts have changed. No...

In the Standard GSP Target Tracker, Opportunities Link to Sales Targets as follows: The Opportunity Owner & Salesperson Target Owner...

In the Standard GSP Target Tracker Opportunities Link to Team Targets as follows: The Team Field on the Opportunity &...

In the Standard GSP Target Tracker, Opportunity Products Link to Product Targets as follows: The Opportunity Owner & Product Target...

The Sales Target Metric Fields are calculated from the Opportunity Amount Values. The values come from opportunities that are linked...

The Team Target Metric Fields are calculated from the Opportunity Amount Values. The values come from opportunities that are linked...

The Product Target Metric Fields are calculated from the Opportunity Product Total Price Values. The values come from Opportunity Products...

The app includes four dashboards, which you can find on the Dashboards tab. The four dashboards are: Product Targets Sales...