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Team Target Fields
The Team Target Object contains the following fields. Remember, you can add custom fields important to your business to the Team Target object (and remove any standard fields you don’t need).
- # Closed Lost Opportunites (GSPTargets__MST_Closed_Lost_Opportunities__c, Number)
Automatically calculates the Number of Closed Lost opportunities linked to the Target Record. - # Closed WonOpportunites (GSPTargets__MST_Closed_Won_Opportunities__c, Number)
Automatically calculates the Number of Closed Won opportunities linked to the Target Record. - # Open Opportunites (GSPTargets__MST_Open_Opportunities__c, Number)
Automatically calculates the Number of Open opportunities linked to the Target Record. - % Target Achieved (GSPTargets__MST_Percent_Target_Achieved__c, Formula, Percent)
Automatically calculates the % Value of Closed Won Opportunities against the Target. - % Vol. Target Achieved (GSPTargets__MST_Vol_Target_Acheived__c, Formula, Percent)
Automatically calculates the % Value of Closed Won Opportunities against the Volume Target (if applicable). - Calendar Month (GSPTargets__Calendar_Month__c, Picklist)
Defines the Month of the Target Record - Calendar Year (GSPTargets__Calendar_Year__c, Picklist)
Defines the Year of the Target Record - Closed Lost (GSPTargets__MST_Closed_Lost__c, Currency)
Automatically calculates the Value of Closed Lost opportunities linked to the Target Record. - Closed Won (GSPTargets__MST_Closed_Won__c, Currency)
Automatically calculates the Value of Closed Won opportunities linked to the Target Record. - Closed Won Volume (GSPTargets__Closed_Won_Volume__c, Formula, Number)
Automatically Calculates the Volume of Closed Won Opportunities against the Target. - Expected Target % Acheivement (GSPTargets__MST_Expected_Target_Achievement_Percent__c, Formula, Percent)
Automatically calculates the % Value of Expected Revenue against the Target. - Expected Variance Amount (GSPTargets__MST_Expected_Variance_Amount__c, Formula, Currency)
Total Expected Revenue minus the Target Value - Is YTD (GSPTargets__Is_YTD__c, Checkbox)
Defines if Today is greater than the Target Record within this year. - Pipeline (GSPTargets__MST_Pipeline__c, Currency)
Automatically calculates the Value of Pipeline opportunities linked to the Target Record. - Pipeline (Volume) (GSPTargets__MST_Pipeline_Volume__c, Formula, Number)
Automatically calculates the Volume of Pipeline Opportunities against the Target. - Pipeline as % of Target (GSPTargets__MST_Pipeline_Percent_Target__c, Formula, Percent)
Automatically calculates the % Value of the Pipeline against the Target. - Pipeline as % of Vol Target (GSPTargets__MST_Pipeline_as_of_Vol_Target__c, Formula, Percent)
Automatically calculates the % Volume of Pipeline against the Target. - Potential Volume Achievement (GSPTargets__MST_Potential_Vol_Achievement__c, Formula, Percent)
Automatically calculates the % Volume of Closed Won + Pipeline against the Target. - Target (GSPTargets__Month_Target__c, Currency)
Defines the Target Amount on the Record - Target Date (GSPTargets__Target_Date__c, Formula, Date)
Displays the Calendar Month & Calendar Year in a Single Field. - Team (GSPTargets__Target_Type__c, Picklist)
Defines the Team for the Target - Total Expected Revenue (GSPTargets__MST_Total_Expected_Revenue__c, Formula, Currency)
Closed Won + Weighted Pipeline - Vol. Target Variance (GSPTargets__MST_Vol_Target_Variance__c, Formula, Number)
Potential Volume Achievement minus Volume Target - Volume Target (GSPTargets__MST_Volume_Target__c, Number)
Defines the Volume Target on the Record (if using). - Weighted Pipeline (GSPTargets__MST_Weighted_Pipeline__c, Currency)
Automatically calculates the Value of Pipeline opportunities linked to the Target Record, considering the opportunity stage probability. - Weighted Pipeline as % of Target (GSPTargets__MST_Weighted_Pipeline_Percent_Target__c, Formula, Percent)
Automatically calculates the % Value of the Weighted Pipeline against the Target. - Win Rate by Record Count (GSPTargets__Record_Count_Conversion_Rate__c, Formula, Percent)
Automatically calculates the % Win Rate by Number of Closed Won vs Closed Lost Opportunities. - Win Rate by Amount (GSPTargets__Value_Conversion_Rate__c, Formula, Percent)
Automatically calculates the % Win Rate by Value of Closed Won vs Closed Lost Opportunities.