Goals & targets

Plan the year here. Reps and the dashboards show the published numbers, read-only. Every edit saves as a draft until it is published, each with its reason.

Targets by Marketon dealsnone set
MarketTarget ($)DeliveredForecastForecast vs target
Canada
$0$10Kno target
Central
$0$0no target
East Coast
$0$3Kno target
South
$0$3Kno target

A target set here is the goal the dashboard shows when it is filtered or broken down by Market. Where none is set, there is no goal for that value. The total is compared with the company target (—) as information; it does not have to match.

Targets by Verticalon accountsnone set
VerticalTarget ($)From account goalsDeliveredForecastForecast vs target
Consumer goods
—$0$0no target
Education
—$0$0no target
Energy
—$0$3Kno target
Financial services
—$0$0no target
Healthcare
—$0$0no target
Logistics
—$0$0no target
Professional services
—$0$3Kno target
Technology
—$0$10Kno target

A target set here is the goal the dashboard shows when it is filtered or broken down by Vertical. Where none is set, the goal is the matching account goals added up. The total is compared with the company target (—) as information; it does not have to match.