Creating Product Targets

Make sure you have configured Product Targets before creating records.

There are two ways to create Product Targets:

• Use the Apex Data Loader to create Product Targets.
• Manually create the Product Target records inside the ProductTargets 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 Team Targets Tab
• Click New
• Set the Calendar Month and Year for the Team Target
• Assign the Owner
• Assign the Product Category from the Picklist
• Change the currency if you wish
• Set the Target Value
• Click Save if you have created all targets or save and new, then repeat steps one to seven.