List of Field Sets | Target Tracker by GSP

The app contains the following field sets.

  • Opportunity Monthly Sales Target
    This Field Set defines the Monthly Sales Target Roll Up Fields.
  • Opportunity Target Date Matcher
    This Field Set allows you to define the Date Field used for matching Dates on opportunities and targets. There must be only one entry in this fieldset.
  • Opportunity Target Team Matcher
    This Field Set allows you to define the Field used for matching Opportunities to Team Targets. There must be only one entry in this fieldset.
  • Opportunity Target Match Refresh
    Fields that prompt a recalculation of Team / Sales Targets when changed. Use this field set if the “Target Date Matcher” or “Target Team Matcher” fields are formula fields. Include the Opportunity fields that can affect the formula field, not the formula field itself.
  • Opportunity Team Target
    This Field Set defines the Team Target Roll-Up fields.
  • Opportunity Product Product Target
    This Field Set defines the Product Target Roll-Up fields.
  • User Salesperson Selection Table
    Determines the columns in the table of users in the Target Manager when selecting Salesperson users.

 

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