---
schema_version: "1"
id: b54fde8d930630bbbcd23d054678e6546539a3b01f8892ae02cb568d5a26dbad
title: Configure Goals
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_planning_configure_goals.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_planning_configure_goals.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d90e26f0952767f06ba285068ed98271e474e6188eb6da8ef60f95bb0c0aaca2
description: Set up a goal's target type to control how to show values across territory planning, quota planning, and segment views.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Configure Goals

Set up a goal's target type to control how to show values across territory planning, quota planning, and segment views.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d26804e38">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d26804e38 ">To create and manage sales plans:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d26804e38 ">
              <p>One of these:</p>
              <ul>
                <li>Sales Planning Admin permission set</li>

                <li>Sales Planning Ops Manager permission set</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d26804e38 ">To configure the goals:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d26804e38 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

Confirm with your sales operations team which metrics require currency formatting and which require plain number tracking.

1. From **Setup**, go to **Sales Planning**.
2. Open the sales plan you want to configure, or create one.
3. Go to the goal you want to configure the target type for.
4. Check or Uncheck the **Show Goals as Currency**
5. Save your changes.

Sales Planning applies the target type across Territory Planning, Quota Planning, and Segment & Targets views.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_note.png)

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.