How Product Schedules Link to Targets

Product Schedules link automatically to any targets created by your system administrator.

There are two types of schedule targets:

Salesperson Schedule Targets

These targets are for specific salespeople. Schedules link to these targets based on the Opportunity Owner and the month of the target. Optionally, there may also be more than one Target Type for each salesperson (e.g., different targets for new versus existing logo customers).

Team Schedule Targets

These targets are for groups of salespeople. Your system administrator will define how these groups are tracked in the app.

Salespeople do not have to do additional work because their schedules will automatically link to the relevant targets.

Related article: Understanding Schedule Target Metrics.