Targets are configured within the Control Panel. Navigate to the Control Panel via the cog icon in the top menu bar and then select Targets.
Note: Control panel access is required.
Toggle the activation button to enable Targets. If activated, the button will appear Green. If not, the button will be a plain white.
Currently, the Targets module is only available to use against Opportunities.
Creating a Target
In order to set Targets, a Target type needs to be added. To add Target types, navigate to the Control panel > Targets > and click the green Add button in the top right corner of the window. Thereafter follow the on-screen form to define the specific target category.
Name the Custom Object, add the plural of the name, select an icon to represent the Custom Object and complete any of the necessary subsequent options. These options can be left at default and amended at a later date if necessary.
To edit any of the Target type fields, simply click on the Pencil icon right in front of the field.
Target types are available within the global ADD dropdown under the Targets section. Select the desired type to navigate to that type's list view page.
Add custom categories and fields against a Target to measure performance and progress.