Specify targets for a goal

The target The monetary amount, such as revenue, or numerical count, such as customers added, that defines a sales goal for an organization. for a goal includes all the targets set for child goals that roll up into the parent goal.

Can I do this task?

1. In the Navigation Pane, click Sales, and then click Goals.
2. In the Records group, click New.

   - OR -

   To edit a goal, select the goal that you want, and then click Edit.

3. Under Information, click Targets, and then enter the value for this goal. The target type depends on the Amount Data Type selected for the goal metric that you chose for this goal. You will see one of the following fields:
   • Target (Decimal)

     Required. This field is available if the goal Metric Type is Amount and the Amount Data Type is Decimal.

   • Target (Money)

     Required. This field is available if the goal Metric Type is Amount and the Amount Data Type is Money.

   • Target (Integer)

     Required. This field is available if the goal Metric Type is Amount and the Amount Data Type is Integer or if the goal Metric Type is Count.

   If the goal metric you are using has Track Stretch Target selected, you will also see one of the following fields:

   • Stretched Target (Decimal)

     Required. This field is available if the goal Metric Type is Amount and the Amount Data Type is Decimal.

   • Stretched Target (Money)

     Required. This field is available if the goal Metric Type is Amount and the Amount Data Type is Money.

   • Stretched Target (Integer)

     Required. This field is available if the goal Metric Type is Amount and the Amount Data Type is Integer or if the goal Metric Type is Count.

4. Click Save or Save and Close.