Creating Team Targets

Make sure you have configured Team Targets before creating records.

There are two ways to create Team Targets:

• Use the Apex Data Loader to create Team Targets.
• Manually create the Team Target records inside the Team Targets tab.

When creating team targets, 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 Team Targets Tab
• Click New
• Set the Calendar Month and Year for the Team Target
• Assign the correct team 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 six.