How Opportunities Link to Sales Targets

In the Standard GSP Target Tracker, Opportunities Link to Sales Targets as follows:

  • The Opportunity Owner & Salesperson Target Owner are the same SFDC User
  • The Opportunity Close Date & Sales Target Month and Year are the same.

If you are using the Target Type field, then the additional matching criteria are:

  • The Target Type of the Opportunity & the Sales Target have the same value.
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