Create a bottom up target (v2)

In a bottom up target, individual quotas are rolled up to determine the total target, based on the capacity at the individual level. For example, if you establish baseline quota for reps and then add it together to determine your sales rep capacity.

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

   Note

   Select team, territory, or product target based on the level you want the target on.

2. Click New > Bottom Up Target.

3. In the Name field, type a unique name for your target.

4. Optional. In the Category dropdown, select one or more categories organize your targets.

5. Optional. In the Description field, type a description for the target.

6. In the Target Options section, complete the following fields:

   Field	Description
   Data Type	Select one of the following: Scalar Timeseries
   Split Type	Select one of the following: Split Overlay
   Metric	Select a metric you want to measure the quota against.
   Assigned Roles	Select one of more roles to assign the target to. The order the roles are added prioritizes that role and their ramp profile for the target. Note Assigning multiple roles to a target is more common in team targets
   Time Frame	Select the fiscal year or a custom time frame for the target.
   Start Date	Automatically populates based on what you select for the Time Frame.
   End Date	Automatically populates based on what you select for the Time Frame.

7. In the Roll Up Criteria section, add condition to exclude specific nodes from the target.

8. Click Save & Continue.

9. Complete the configuration for a timeseries or scalar data type target.