Adjust a target

A manual adjustment increases or decreases a target's value for specific nodes without changing the underlying goal or schedule — for example, applying an uplift or downlift for one rep.

Before you begin

• If the target is a timeseries target, apply a schedule first.

Adjust a target manually

1. Go to the appropriate module (Territories | Teams | Product) > Manage Targets.

2. From the list of targets, click on the target you want to adjust.

Open Edit Target Details

For multiple nodes:

1. Click Actions > Edit target details to open the editor.

2. Select the checkbox for the node you want to adjust.

3. Toggle on Adjustments & Ramp Profiles to enable changes in that section.

   

For a single node:

1. Find the person or territory row you want to adjust.

2. Click the ⋮ menu.

3. Click Edit Target Details.

   

3. In the Adjustments & Ramp Profiles section, click Add Adjustment.

4. Select Manual Adjustment.

5. Optional: Click the pencil icon next to Manual Adjustment to rename it — for example, Uplift.

   

6. Click the ⋮ menu on the adjustment table to change the entry basis to Monthly, Quarterly, or Annual.

   

7. Based on the time increment you've selected, click in the relevant boxes and type the adjusted value as a percentage or a dollar amount.

8. Click Save.

How percentage adjustments work

If you adjust by percentage, the original target value equals 100 percent for each month. For example, for an annual target with a goal of $1,200,000, the Total box prepopulates with 1200, representing the sum of each month's 100 percent. Enter a value above 1200 to increase the target, or below 1200 to decrease it.

End a target by zeroing out remaining months

When someone leaves a role and you want to stop crediting further progress on their target without deleting its history, add a manual adjustment that zeroes out the remaining months instead of deleting the target. To permanently remove a target and its history, delete the target instead.

1. Follow steps 1 through 8 above to open Edit Target Details for the target and add a Manual Adjustment set to a Monthly entry basis.

2. Click the pencil icon next to Manual Adjustment and rename it to describe the change — for example, Ending the Target.

3. For each remaining month, enter 0.

4. Click Next.

5. Optional: Set an effective date for the change.

6. In the confirmation dialog, type OVERWRITE.

7. Click Confirm.