1. Home
  2. Knowledge Base
  3. GSP Target Tracker
  4. Admins & Configuration
  5. Creating Team Targets

Creating Team Targets

Available In All Versions of GSP Target Tracker

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

Opportunities link to Team Targets based on 2 matching conditions:

  1. Does the Opportunity Team match the Team Target Team?
  2. Does the Opportunity Close Date fall within the Team Target Period?

A Jan 2026 Opportunity with a North America team would link to the Jan 2026 Team Target for North America. 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.

The concept of a “Team” is extremely flexible within the GSP Target Tracker. For more information regarding the team configuration and setup, please refer to the “Configure & Create Team Targets” article in the Getting Started section. Whilst there are several ways to create your Team Target records, we strongly recommend using the “Manage Targets” tab (included in the GSP Target Tracker). 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 Team Target records, please confirm that you have added the team target-related fields to the Opportunity page layout. You can find the specific steps to action in the “Target Tracker Quick Start Guide” article. Ensure you have either added an existing field to the “Target Team Matcher” field set or updated the “Team” field to include your required picklist values. Additionally, make sure your chosen Opportunity field has been populated (either manually or via automation). Finally, 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.
  2. Click the “Manage Targets” Tab.
  3. Confirm you are in the “Team Targets” subtab within the “Manage Targets” page.
  4. Select the teams you would like to create team targets for by clicking the checkbox to the left of the team name.
  5. Once you have finished selecting your teams, click “Next” or the “Set Team 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 teams, continue from step 8.
    • If you have varying target amounts for teams, continue from step 12.
  8. If you have a consistent target to apply to all teams, click the “Select All” quick link below the Mass Edit section.
    • You will notice that the checkbox next to all teams 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 different target amounts for each team, scroll down the page and expand the first team by clicking the arrow to the left of its name.
  13. Populate the target amounts for each targetable period for this specific team.
    • 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 team, continue to the next team.
  15. Repeat this process for all teams 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 team targets for all teams and clicked “Save”, the GSP Target Tracker will create your Team Targets immediately and link the appropriate Opportunities. 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 Team Target records within the Team Targets tab, and review the KPIs and Opportunity related list.

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

Troubleshooting

I got an error when attempting to click “Save”. What happened?
Depending on the number of targets you attempted to create or the number of Opportunities that attempted to link, the system can encounter a timeout/usage limit error when processing the record creation/updates.

Recommendation:
Unfortunately, Salesforce control this threshold, and GSP cannot manipulate it. In this instance, we highly recommend creating your targets in batches (e.g., 2 teams, then the next 2, and so on).
I don’t know my target values yet. What should I do?
If you don’t know your target values yet, we highly recommend continuing to create your team target records, but using a value of “0”. In doing this, you ensure that historical Opportunity data links and future Opportunities begin linking to your targets. Additionally, creating your targets later is more likely to result in timeouts or usage errors, as noted in the previous point.

Recommendation:
Continue creating your Team Targets and add a temporary “0” value to any targets you’re unsure of.
Some of my teams have consistent target values, and others don’t. What do I do?
Rather than using the “Select All” quick link, you can manually select the users you want to mass edit by checking the checkbox to the left of the user’s name. Once you’ve selected the required users, use the Mass Edit section as normal to complete the update.

Recommendation:
Use the mass-edit functionality to update the teams with consistent target values. For all other teams, update them individually.
I’ve added target values for each period for a team, but the “Monthly Target” displays “—“. Have I done something wrong?
No. “—” is displayed when the values for each period are not consistent (e.g, 10 for January, 20 for February). In this scenario, we cannot provide a “Monthly Target” value.

Recommendation:
Continue as normal; this is expected functionality.
Is there a quick way to get to a target for a specific team and target period?
Yes! If a target exists for a specific team and target period, the label text will be blue and is clickable. You can use this to open specific targets in a new tab quickly.

Recommendation:
Open the “Manage Targets” tab, navigate to any team and target period, and confirm whether the target period label is clickable.

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.

Was this article helpful?

Related Articles

Need Further Support?

We're here to help. Get in touch via the button below.
Contact GSP