Create an Objective to Track Joint Business Plan Goals

Define a shared goal and use measurable results to align priorities and track progress with your customer.

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Agentforce 1 Sales Edition Editions with Sales

User Permissions Needed
To create objectives for joint business plans:	Channel Manager

Clear objectives keep your team and customer aligned on priorities and desired outcomes.

Open Joint Business Plans.
Click New Objective.
Enter the objective name and description.
Select the start and end dates.
Salesforce uses this date range to select records.
Complete the Measures section.
Salesforce provides predefined measures for channel partners. To define your own measure, select Custom.
- Opportunity Revenue Targets
  
  Set sales revenue goals. Salesforce calculates the current value from the total Amount of the selected opportunities with a Stage of Closed Won.
  
  Opportunity Renewals Growth
  
  Set renewal revenue goals. Salesforce calculates the current value from the total Amount of the selected opportunities with a Type of Renewals and a Stage of Closed Won.
  
  Sales Pipeline Value
  
  View the total value of selected opportunities. Salesforce calculates the current value from the total Amount of selected opportunities for which Won and Closed are false.
  
  Enablement Programs Completed:
  
  View the total number of enablement programs that partners completed.
  
  Partner MDF Funds Claimed
  
  View the total amount of MDF funds that partners claimed. Salesforce calculates the current value from the total Partner Fund Claim Amount for claims with a Status of Approved.
Leave View Accessible Records turned on to include records that you can access.
To automatically link records that meet the calculation definition and unlink records that no longer meet it, turn on Automatic Qualifying Record Management.
Click Save.

Review the objective regularly to monitor its current value and progress toward the shared goal.

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