Creating Schedule Targets

The app enables tracking Product Schedules against monthly salesperson and team targets. Pre-built reports and dashboards provide complete performance and pipeline coverage visibility against the monthly targets.

By default, the app tracks scheduled revenue against target, but you can easily change this to measure scheduled quantity versus target.

Remember, if you need help or support setting up these relatively advanced features, don’t hesitate to contact us.

Salesperson Schedule Targets

Salesperson Schedule Targets automatically link Product Schedules to the relevant target record. Relevant, in this context, means there is a match between the Opportunity Owner and the Salesperson Schedule Target Owner, and the month of the Product Schedule matches the month of the target record.

Optionally, you can fine-tune this by creating ‘types’ of Salesperson Schedule Target.

Salesperson Schedule Targets can be created manually or using the Data Loader. Even if you plan to use the Data Loader to create the targets, it’s a good idea to manually create the first target record; you can then export this record and use the resulting Excel spreadsheet as the template for creating other target records.

Team Schedule Targets

Team Schedule Targets work similarly to Salesperson Schedule Targets. In other words, Product Schedules link automatically to the target record based on the Team field on both the Opportunity Product and the Team Schedule Target record.

It’s up to you to decide upon the Team picklist values. In some businesses, a ‘team’ is a group of Users. However, it can also be the Account’s territory, the Opportunity’s Type, or another value. You can define the Team on the Opportunity Product using fields and data from the User, Account, Opportunity, or Product.

Once again, if you need help with advice on setting up salesperson or team targets, please Get In Touch.