Setting Up Quarterly or Annual Targets

By default, the Target Tracker app assumes you use monthly sales targets.

However, if your company uses quarterly or annual targets, you can make simple adjustments to incorporate these target records.

There are two steps, explained carefully below.

• Update the MST Target Period custom setting.
• Use the Data Loader to import Quarterly or Annual Targets.

Update the MST Target Period Custom Setting

Do the following:

• Go to Setup > Search for Custom Settings in the setup search box.
• Click on Manage next to the MST Target Period custom setting.
• Hit the New button and create a new record with the following values: Name: Default.
• For quarterly targets, enter 3 into #Months. For annual targets, enter 12 into #Months.
• Hit Save.

Use the Data Loader to Import Quarterly or Annual Targets

• Manually create a single target for one User.
• By clicking the Sales Targets tab, then New.
• You only need to populate the following four fields: Calendar Year, Calendar Month, Salesperson, and Target.
• Export this target using the Apex Data Loader.
• Doing this is a quick and easy way to create the MS Excel template for importing additional targets.
• Extend the spreadsheet to include targets for the other months and salespeople.
• You only need to include the same four fields in the export. However, if you use multi-currency, include the Currency in a separate column.
• Also, if you are creating annual targets, set the Calendar Month to be the first month of the new financial year.
• Manually delete the Sales Target you initially created. This ensures you don’t get a duplicate when importing in Step 4.
• In the spreadsheet, enter values for Calendar Year, Month, Target Amount, and Currency (if using multi-currency).
• Import the Targets using the Data Loader. (Remember to delete the manually created target from the spreadsheet before importing).