Target Tracker Quick Start Guide

You can create monthly salesperson targets in the GSP Target Tracker. There are two ways to create and set up these targets.

• Use the Allocate Targets page.
• Use the Apex Data Loader.

The most common approach is to create targets using the Allocate Targets page, so let’s start with that.

The Allocate Targets page is a quick and straightforward way to create monthly targets. No technical experience or know-how is needed to use it.

To begin, select the GSP Target Tracker app. In Lightning, you do this by clicking on the nine-dot matrix at the left-hand end of the tabs and then on the GSP Target Tracker app.

On the Allocate Targets page, start by selecting the Users for whom you want to create targets.

On the following page, select the Calendar Year for which you want to create targets.

Please note:

• If your Financial Year isn’t the same as the Calendar Year, allocate targets first for the current calendar year; then repeat the process to allocate targets for the following calendar year.
• If you don’t yet know the full-year target, that’s no problem. Create zero-value targets and update them later using the Allocate Targets page or a List View.

Enter a target figure for each User/month, then click Save.

Adding Fields to the Opportunity Page

Add the Following Fields to the Opportunity Page Layout (create a section on the page called target information):

• Sales Target
• Team
• Team Target
• Target Type
• Do not Link to Target