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Sales Performance Management
Configure Goals

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Configure Goals

Set up a goal's target type to control how to show values across territory planning, quota planning, and segment views.

Required Editions

User Permissions Needed
To create and manage sales plans:

One of these:

  • Sales Planning Admin permission set
  • Sales Planning Ops Manager permission set
To configure the goals: Customize Application

Confirm with your sales operations team which metrics require currency formatting and which require plain number tracking.

  1. From Setup, go to Sales Planning.
  2. Open the sales plan you want to configure, or create one.
  3. Go to the goal you want to configure the target type for.
  4. Check or Uncheck the Show Goals as Currency
  5. Save your changes.

Sales Planning applies the target type across Territory Planning, Quota Planning, and Segment & Targets views.

Note
Note

You can change the target type after you save the goal. In Segment & Targets, the goal display format is read-only. To change the format, go to the goal settings.

 
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