Set up Account Manager Targets in Manufacturing Cloud to help your organization track its growth plans. Enable Account Manager Targets in Setup. Assign the appropriate permission sets for Account Manager Targets to users. You can select the frequency of the time periods by which targets can be distributed and the hierarchy for assigning targets. In addition, you can specify the default price book used for distributing targets by product. Define these configurations using the Account Manager Targets page in Setup. You can also view the usage of data volume and limits defined for the Account Manager Periodic Target Distribution object in the Setup page.
- Choose the Frequency for Distributing Account Manager Targets
Select the frequency of the periods by which the account manager targets are distributed when an account manager distributes targets by period. The value of a target is automatically divided among all the periods with the selected frequency equally. Account managers can update the distributed target values in different periods. - Choose Team Member Hierarchy for Account Manager Targets
Select the team member hierarchy for account manager targets. The selected hierarchy determines the users that account manager can assign targets to. - Specify the Default Price Book for Account Manager Targets
Specify the default price book for the account manager targets that are distributed by product. The selected price book is populated by default in all the target distributions when account managers distribute a target by product. By selecting a default price book, account managers don’t need to manually select a price book for each target distribution. Account managers can replace the default price book with another one in a target distribution. - Manage Measures for Account Manager Targets
Manage the measures for the account manager target values by configuring the Measure field on the Account Manager Target object. Use the predefined Revenue measure or create customer measures. Create currency type measures, such as total order amount and total sales agreement amount. Or, create non-currency type measures, such as customer satisfaction and net promoter score. You can also rename, reorder, and delete measures. - Account Manager Target Distribution Limits
View the defined and used data volume limits of the Account Manager Periodic Target Distribution object in your Salesforce org.