Creating Product Targets

Make sure you have configured Product Categories before creating Product Target records.

There are two ways to create Product Targets:

• Use the Apex Data Loader to create Product Targets.
• Use the Manage Targets Tab.

When creating product targets, set the Batch Size on the Data Loader to 1. This allows each new Target to find matching opportunity products before processing the next target record.

The easiest way to create Product Targets is to follow these steps:

• Navigate to the Manage Targets Tab.
• Select the Product Targets Page.
• Set the Fiscal Year for which you would like to create Product Targets.
• Select the Salespeople & Product Category for which you want to create Product Targets.
• Set the Target Value for each product category each month, or use the mass edit function to set values across the product categories.
• Click Save once you have defined the monthly target for each Product Target record.
• Repeat the process to set targets for a different product category.