---
title: "Create a target"
slug: "create-a-target"
description: "Create a top down target."
updated: 2026-07-09T02:08:43Z
published: 2026-07-09T02:08:43Z
canonical: "support.fullcast.com/create-a-target"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a target

You can build a target top-down (start with a number at a parent node and push it down to the children) or bottom-up (start with numbers at the child nodes and sum them up to the parent). The steps below are the same for both — only the menu selection in step 2 differs.

## Before you begin

- Review the full process for [creating and managing targets](/plan-and-pay/docs/get-started-with-targets-v2).

## Create a target

1. Go to the appropriate module (**Territories**, **Teams**, or **Product**) **> Manage Targets**.
2. Click **New**, then select **Top Down Target** or **Bottom Up Target** depending on which direction you're building.
3. In the **Name** field, type a unique name for your target.
4. Optional. From the **Category** dropdown, select one or more categories to organize your targets. To create a new category, type the name, then click outside the text box.
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:** a single value with no time distribution; doesn't support schedule profiles or ramp adjustments. - **Timeseries:** a total distributed across monthly or quarterly periods; supports schedule profiles and ramp adjustments; required for period-level attainment tracking. If you need period-level attainment tracking, or your compensation plan measures attainment by month or quarter, choose Timeseries. Data type cannot be changed after creation. |
| **Split Type** | Select one of the following: - **Split:** allows partial credit toward target attainment; if two people worked a deal, credit can be divided 50/50 or another ratio. - **Overlay:** gives full credit toward target attainment to every eligible payee; if two people worked a deal, each receives 100% credit of the deal value toward their target. When to use which: typically determined by role or business process — overlay is common for SEs or managers who support deals without owning them. |
| **Metric** | Select a metric you want to measure the target's progress against. > [!NOTE] > Note > > The metric you choose will associate it with the target, so when you add that metric to a dashboard, this target will appear in the dropdown for displaying [target attainment](/plan-and-pay/docs/summary-metrics#show-target-attainment). |
| **Assigned Roles** | Select one or more roles to assign the target to. The order the roles are added prioritizes that role and their ramp profile for the target. > [!NOTE] > 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. If you select custom you will manually select the start date and end date. |
| **Start Date** | Complete the field based on your selected time frame: - If you selected a fiscal year, the field automatically populates the date based on the fiscal year you selected. - If you selected **Custom**, manually select a date. |
| **End Date** | Complete the field based on your selected time frame: - If you selected a fiscal year, the field automatically populates the date based on the fiscal year you selected. - If you selected **Custom**, manually select a date. |
| **Enable Target Minimums** | Optional. Toggle on if you want to set a floor for the minimum value any leaf node target (individual territory or rep) can have. See [Set a target minimum](/plan-and-pay/docs/set-a-target-minimum) for more information. |
| **Exclude Nodes from Target Creation** | *Bottom-up targets only.* [Use the filter builder](/plan-and-pay/docs/using-filter-builder-to-create-criteria) to add conditions that exclude specific nodes from the target. > [!NOTE] > Note > > By default, the filter includes a **Node = Unassigned** condition to exclude unassigned nodes from the target. You can remove or modify this condition as needed. |
| **Auto Recalculate** | Optional. Toggle on if you want the target to automatically recalculate when changes are made. If you do not select the checkbox, you can manually [recalculate and distribute](/plan-and-pay/docs/recalculate-and-distribute-top-down-targets-v2) a top-down target or [recalculate and roll up](/plan-and-pay/docs/recalculate-and-roll-up-bottom-up-targets-v2) a bottom-up target whenever changes to inputs are made. |
7. Click **Save & Continue**.

## Configure the target

### Goal

The goal is the value of the target.

> [!NOTE]
> Note
> 
> If you will be importing targets, set the goal to zero.

1. Drag and drop metrics or reference other targets, or add formula equations into the equation field to set your target goal.
2. For more details, refer to [Use formulas for target goals](/plan-and-pay/docs/use-formulas-for-target-goals).

### Schedule (optional)

Schedules are only available for timeseries targets. They can be applied during the initial target creation process or can be applied later.

1. Click **Add Schedule** and select a [schedule template](/plan-and-pay/docs/create-a-schedule-profile).
2. Adjust the template amounts as needed.
3. For more details, refer to [Apply a schedule](/plan-and-pay/docs/apply-a-schedule).

### Adjustments (optional)

While adjustments can be applied during initial target creation process, most often these are done at a more granular level *after* the target is first created and saved.

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. For more details, refer to [Adjust a target manually](/plan-and-pay/docs/adjust-a-target-manually) or [Apply a ramp](/plan-and-pay/docs/apply-a-ramp).
5. Click **Save**.

## Related

- [Get started with targets](/get-started-with-targets.md)
- [Export and import targets](/export-and-import-targets.md)