Early access feature
This feature is currently available for early access. Contact your CSM for more information.
Top down targets set a financial target that break down targets from higher-level nodes and distributes to lower-level nodes in the organizational hierarchy.
Go to the appropriate module (Territories, Teams, or Product) > Manage Coverage.
Note
Select team, territory, or product target based on the level you want the target on.
Click New > Top Down Target.
In the Name field, type a unique name for your target.
Optional. In the Category dropdown, select one or more categories organize your targets.
Optional. In the Description field, type a description for the target.
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 sets the precedence for the target.
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.
Click Save & Continue.