Configure & Create Salesperson Targets

The GSP Target Tracker allows users to create targets for salespeople over months, quarters, years, or a custom time period, if required.

Opportunities link to Sales Targets based on 2 matching conditions:

1. Does the Opportunity Owner match the Sales Target Salesperson?
2. Does the Opportunity Close Date fall within the Sales Target Period?

A Jan 2026 Opportunity owned by Dave Apthorp would link to the Jan 2026 Sales Target for Dave Apthorp. If you need to amend this logic, please refer to the “Using a Custom Date Field to Link Opportunities or Opportunity Products to Targets” article.

Technically, there are three ways to create sales targets within the GSP Target Tracker:

• Use the “Manage Targets” tab, included in the GSP Target Tracker (this is the way we recommend).
• Use an import tool like “Dataloader” (we don’t recommend doing this!).
• Manually create your sales records, one by one (we don’t recommend doing this!).

As noted above, the most common and recommended approach is to set your sales targets in our custom “Manage Targets” tab. The Manage Targets Tab is a quick, straightforward way to create targets in Salesforce, and it doesn’t require any technical Salesforce knowledge to get started.

Alternatively, you can use an import tool like “Dataloader” to create your targets, or even create each record one by one.

Note:
We do not recommend the “Dataloader” or manual creation for the reasons listed below.

• Target records require several fields to be populated to function as expected (some of which GSP intentionally excludes from the page layout).
• Preparing a spreadsheet for import using a tool is tedious and error-prone.
• Manually creating each record is time-consuming, especially if you have a large number of salespeople.
• The “Manage Targets” page includes validation to prevent the creation of unexpected target records (e.g., overlapping target periods and invalid values).

That said, the steps to complete assume the use of the “Manage Targets” tab. If you have any issues with the “Manage Targets” tab, please get in touch, and we would be more than happy to help.

Prerequisites:
Before configuring your Sales Target records, please confirm that you have added the sales target-related fields to the Opportunity page layout. You can find the specific steps to action in the “Target Tracker Quick Start Guide” article. Additionally, please ensure the “GSP Target Tracker (Full Access)” Permission Set is assigned to the user.

Steps to Complete

1. Open the App Launcher within Salesforce (9-dot matrix in the top-left corner of the screen), and select the GSP Target Tracker app.
   • If you can’t see the GSP Target Tracker in your list, click the “View All” link.
2. Click the “Manage Targets” Tab.
   
3. Confirm you are in the “Sales Targets” subtab within the “Manage Targets” page.
   
4. Select the users you would like to create sales targets for by clicking the checkbox to the left of their full name.
   
5. Once you have finished selecting your users, click “Next” or the “Set Sales Targets (#)” subtab.
6. Select the “Fiscal Year” you would like to view.
   • Your Salesforce configuration determines the fiscal year. If you believe your fiscal year is incorrect, contact an administrator to make this change.
7. Depending on your target structure, please do the following:
   • If you have a consistent target to apply to all users, continue from step 8.
   • If you have varying target amounts for users, continue from step 12.
8. If you have a consistent target to apply to all users, click the “Select All” quick link below the Mass Edit section.
   • You will notice that the checkbox next to all users has been checked further down the page.
9. Type your target value into either the “Monthly Target” or “Annual Total” fields within the Mass Edit section.
   • “Monthly Target” may read differently, depending on your target period configuration.Editing the “Monthly Target” field will automatically calculate the “Annual Total”.
   • Editing the “Annual Total” field will automatically calculate the “Monthly Target”.
     
10. Click “Apply to Selected”.
11. Once happy with the target values, click “Save”.
12. If you have a varying target amount for all users, scroll down the page and expand the first user by clicking the arrow to the left of the user’s full name.
13. Populate the target amounts for each targetable period for this specific user.
    • Editing the individual targets will automatically calculate the “Monthly Target”.
    • Editing the individual targets will automatically calculate the “Annual Total”.
      
14. Once you are happy with the target values for this user, continue to the next user.
15. Repeat this process for all users until you have populated the target amounts for every required user.
16. Once happy with the target values, click “Save”.

Outcomes

Once you have populated your sales targets for all users and clicked “Save”, the GSP Target Tracker will create your Sales Targets immediately, and the appropriate Opportunities will be linked. To validate this, either:

• Navigate to any Opportunity that you believe should be linked to a target and review the fields included in the “Target Information” section.
• Navigate to one of the new Sales Target records within the Sales Targets tab, and review the KPIs and Opportunity related list.

Important Consideration:
If some of your Sales Targets don’t have any Opportunities linked, this may be accurate based on the existing data in your system. Review the Opportunities associated with the impacted Sales Target owner and confirm that the Close Date aligns with the target period.

Troubleshooting

Request Further Support

If you’re still having some trouble, we’re more than happy to help. Let us know what you’re struggling with using the form below, and we’ll be in touch as soon as possible.