Manage Your Organizational Targets with Account Manager Targets in Manufacturing
Cloud
Convert your organization’s growth plans into measurable targets with Account Manager
Targets. Motivate your account managers to close deals and drive more business. Create targets
for revenue, quantity, and other currency or non-currency measure types and allocate specific
target percentages to your team members. Strategically distribute targets by products and
accounts to meet market demands and organizational requirements. Distribute targets by month,
quarter, or year for better visibility and periodic reviews. Update target values at any time
and redistribute targets as needed.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer
Editions |
Watch this video to understand how you can easily set, assign, and track revenue and
performance targets to align your team with organizational growth goals.
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Account Manager Targets.
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- Set Up and Configure Account Manager Targets
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.
- Create and Work with Account Manager Targets
Create targets for a fiscal year with currency or non-currency measure types. Assign specific percentages of the targets to your immediate team members. Distribute targets by product and account, and by time period. Update the target value anytime and propagate these updates to that target’s assignment values, if necessary. Manage an invalid assignment by reassigning it to another team member, changing the owner, moving it to the parent target, or deleting it.
- Considerations for Account Manager Targets
Review the following considerations before setting up and using Account Manager Targets in Manufacturing Cloud.
