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            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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