Goal Configuration in Sales Planning

Show metrics as currency: When you configure a goal, choose whether to show the goal's target values as currency or as plain numbers.

• Currency—displays target values in your organization's corporate currency. Use this option for metrics, such as revenue or pipeline.
• Quantity—displays target values as plain numbers. Use this option for metrics such as new logos or leads generated.

You can change this setting after you save the goal.

Where this setting appliesAfter you configure a goal, the display format applies in:

• Territory planning: allocation modal, legend, summary table, graph axes, and map labels
• Quota planning: quota table, ramp tab, and unit type tab
• Segment & Targets: target display (read-only)

Copy and paste behavior: When you copy a value from a currency-formatted column, the clipboard captures only the number and not currency symbols and formatting.

Considerations

• Currency goals use your organization's corporate currency only. Sales Planning doesn't support multi-currency.
• You can change the currency or quantity setting after you save the goal.
• In Segment & Targets, the goal display format is read-only. To change the format, go to the goal settings.