Adjust target relief (v2)

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Early access feature

This feature is currently available for early access. Contact your CSM for more information.

Adjust or reduce targets to incentivize sales representatives on scalar and timeseries target types:

  • Scalar target relief subtracts the relief from the total target amount.

  • Timeseries target relief subtracts the amount from the months the relief is added.

Manage target relief

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

  2. Find and select the target you want to adjust.

  3. In the Target Relief section, complete the following, as needed:

  1. Click Add.

  2. In the Description column, type a description for the target relief.

  3. Complete the relief as follows:

    • For scalar targets: In the Total column, type the amount you want to exclude from the target total.

    • For timeseries targets: In each month, type the amount you want to exclude from the target for that month.

  4. In the Action column, click Save.Save button highlighted.

  1. Find the relief you want to edit.

  2. Click Edit.

    Edit button highlighted.

  3. Update the description and total, as needed.

  4. Click Save.

    Save button highlighted.

  1. Find the relief you want to delete.

  2. Click Delete.

    Delete button highlighted.

  3. In the confirmation window, type CONFIRM.

  4. Click Confirm.