Overview 

Targets let you set measurable goals for your operation—for example, a product quantity to achieve across certain locations or users over a period. When you create a target, you choose the target type, set the product quantity, and specify the product, location, and user scope it applies to, then name and save it. Well-defined targets give your team clear objectives and give you a benchmark to measure field performance against.

Before You Start 

You need access to the Targets area and permission to create targets. Decide what you want to measure—the target type, the quantity, and which products, locations, and users it covers—before you start.

How to Set a Goal

1. In the left navigation menu, select Targets. 

2. Click the plus (+) icon in the top-right corner. 

3. Click Target Type to specify the type of target you want to configure. 

4. Add the product quantity. 

5. Select the product type and specify the details. 

6. Select the location type and enter the required details.

7. Choose the user type from the list and specify the details. 

8. Click Target Name to specify the target’s name. 

9. Click Create to finalize and save your new target. 

Tips and Things to Know

• Define the target type first—it frames everything else you configure.

• Scope the target by product, location, and user so it measures the right thing.

• A clear, descriptive target name makes results easy to identify later.

• Use targets as the benchmark when reviewing field performance.

Frequently Asked Questions