Set up a goal's target type to control how to show values across territory planning, quota planning, and segment views.
Required Editions
| User Permissions Needed | |
|---|---|
| To create and manage sales plans: |
One of these:
|
| To configure the goals: | Customize Application |
Confirm with your sales operations team which metrics require currency formatting and which require plain number tracking.
- From Setup, go to Sales Planning.
- Open the sales plan you want to configure, or create one.
- Go to the goal you want to configure the target type for.
- Check or Uncheck the Show Goals as Currency
- Save your changes.
Sales Planning applies the target type across Territory Planning, Quota Planning, and Segment & Targets views.
Note
You can change the target type after you save the goal. In Segment & Targets, the goal display format is read-only. To change the format, go to the goal settings.