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.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To modify target distribution frequency: Customize Application
  1. From Setup, in the Quick Find box, enter Account Manager Targets, and then select Account Manager Targets.
  2. In the Distribution Frequency section, select a period type.
    • Monthly
    • Quarterly
    • Yearly

    The default period type is Monthly.

    Important
    Important If you change the distribution frequency, the new frequency will only apply to the targets created after the change.
    Select distribution frequency for account manager targets