Creating Team Targets

Make sure you have configured Teams before creating Team Target records.

There are two ways to create Team Targets:

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

When creating team targets with the Apex Data Loader, set the Batch Size on the Data Loader to 1. This allows each new Target to find matching opportunities before processing the next target record.

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

• Navigate to the Manage Targets Tab.
• Select the Team Targets Page.
• Select the fiscal year for which you would like to create Team Targets.
• Select the Teams for which you want to create targets.
• Set the Target Value for each team each month, or use the mass edit function to set values across the teams.
• Click Save once you have defined the monthly target for each Team Target record.