Create a top down target

Top down targets break down targets from higher-level nodes and distributes to lower-level nodes in the organizational hierarchy, such as annual revenue goals distributed from the company level down to individual territories or sales reps.

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

   Note

   Select team, territory, or product based on the go-to-market plan type you want the target on.

2. Click New > Top Down 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 target 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.

7. Click Save & Continue.