Configure a timeseries or scalar target (v2)

Timeseries targets are targets that are allocated monthly or quarterly, such as a booking quota that must quarterly. Scalar targets are not time-bound and are based on a specific metric, such as a 4x pipeline coverage goal, that always needs to be maintained.

Configure a timeseries target

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

2. Click Actions > Edit target details.

3. On the Edit Target screen complete the following sections:

   Goal

   1. Drag and drop metrics or add formula equations into the equation field to set your target goal.

   Schedule

   Optional. Add a schedule profile:

   1. Click Add Schedule and select a template.

   2. Adjust the template amounts as needed.

   Adjustments

   Optional. Add productivity adjustments as needed:

   1. Click Add Adjustment.

   2. Select Ramp Profile or Manual Adjustment.

   3. Adjust the currency or percentage amount for each month.

   4. Repeat to add as many adjustments as needed.

4. Click Save.

5. Optional. Add target relief.

Configure a scalar target

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

2. Click Actions > Edit target details.

3. On the Edit Target screen in the Goal section, drag and drop metrics and add formula equations into the equation field to set your target goal.

4. Click Save.

5. Optional. Add target relief.