Exclude Opportunities from Targets

Sometimes, you want to exclude certain opportunity types from the Target Tracker app.

For example, let’s say you have New Customer and Renewal opportunities. Let’s also assume only the New Customer opportunities count towards the target.

That is no problem. All you need to do is exclude the renewal opportunities.

Here’s how to do that.

You need to automatically populate a checkbox field on the Opportunity, ‘Do Not Link To Target.’

If this checkbox is True (in other words, it has a tick mark in it), the opportunity will not link to a target. This means the values from the opportunity will not roll up to the target record.

In most cases, the easiest way to automatically set this field to True is to create a flow. Use the relevant business logic to set the Do Not Link To Target checkbox to True for the relevant records.