Understanding Schedule Target Metrics

Salesperson Schedule Targets and Team Schedule Targets contain the following performance metrics.

For Revenue Targets:

• Revenue Target. The scheduled revenue target for the month. Entered manually by the system administrator.
• Won Revenue. The total Booked Amount of schedules due to land in the month relating to Closed Won opportunities. Automatically calculated.
• Pipeline Revenue. The total Booked Amount of schedules due to land in the month relating to pipeline opportunities. Automatically calculated.
• Weighted Pipeline. The total Weighted Revenue Amount of schedules due to land in the month relating to pipeline opportunities. Weighted Revenue Amount is the Booked Amount multiplied by the Opportunity Probability. Automatically calculated.
• Expected Revenue. Won Revenue plus Weighted Pipeline. Automatically calculated.
• Expected Variance Amount. Expected Revenue minus Revenue Target.

The chart on the right-hand side of each target shows a visual indication of performance. Reports and dashboards summarize target performance across multiple target records and salespeople.

If you are using Quantity Targets:

• Quantity Target. The scheduled quantity target for the month. Entered manually by the system administrator.
• Won Quantity. The total Booked Quantity of schedules due to land in the month relating to Closed Won opportunities. Automatically calculated.
• Pipeline Quantity. The total Booked Quantity of schedules due to land in the month relating to pipeline opportunities. Automatically calculated.
• Weighted Pipeline. The total weighted quantity of schedules due to land in the month relating to pipeline opportunities. Weighted Quantity is the Booked Quantity multiplied by the Opportunity Probability. Automatically calculated.
• Expected Quantity. Won Quantity plus Weighted Pipeline. Automatically calculated.
• Expected Variance Amount. Expected Quantity minus Quantity Target.