Using Different Types of Salesperson Target

With the GSP Target Tracker, you can also segment your Sales Targets based on the Type.

New Customer targets compared to Existing Customer targets, for example.

Do the following:

• Go to Setup > Object Manager > Opportunity > Fields & Relationship > Target Type.

(Type is a default field on the Opportunity Object; Target Type is GSP’s custom field).

• Add the values you would like to use to split your Sales Targets. This might align with a separate picklist you have been previously using.
• Now that you have added the values to the Target Type picklist on the Opportunity, it’s time to add the same fields to the Target Type picklist on the Sales Target.
• Go to Setup > Object Manager > Sales Target > Fields & Relationship > Target Type.
• From here, add the same values to the Target Type picklist on the Sales Target.

Once you’ve done this, your Opportunities will automatically link to Sales Targets with the corresponding close date and target type. Remember to click the save button.

Create a flow that automatically updates the Target Type field on the Opportunity based on the value of your pre-existing “type” field. That way, users can continue using the fields they are already used to!