---
schema_version: "1"
id: cadcbba4816b14299bdf12a084b0e415f19cc79c922553d333df0e41e3e57a5b
title: Goal Configuration in Sales Planning
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_planning_goalconfig.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_planning_goalconfig.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cfd17e410dd8091d6d954d15aa05a9dc63da4bcc7ab78a736478ba3e6c165623
description: Goals in Sales Planning control how Sales Planning shows target values across territory planning, quota planning, and segment views. For revenue-based metrics, Sales Planning shows targets as currency. For count-based metrics, targets display as plain numbers.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Goal Configuration in Sales Planning

Goals in Sales Planning control how Sales Planning shows target values across territory planning, quota planning, and segment views. For revenue-based metrics, Sales Planning shows targets as currency. For count-based metrics, targets display as plain numbers.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Sales Planning in English only, and only if you have Web Services API enabled</td></tr></tbody></table>

**Show metrics as currency**: When you configure a goal, choose whether to show the goal's target values as currency or as plain numbers.

- **Currency**—displays target values in your organization's corporate currency. Use this option for metrics, such as revenue or pipeline.
- **Quantity**—displays target values as plain numbers. Use this option for metrics such as new logos or leads generated.

You can change this setting after you save the goal.

**Where this setting applies**After you configure a goal, the display format applies in:

- **Territory planning:** allocation modal, legend, summary table, graph axes, and map labels
- **Quota planning:** quota table, ramp tab, and unit type tab
- **Segment & Targets:** target display (read-only)

**Copy and paste behavior**: When you copy a value from a currency-formatted column, the clipboard captures only the number and not currency symbols and formatting.

## Considerations

- Currency goals use your organization's corporate currency only. Sales Planning doesn't support multi-currency.
- You can change the currency or quantity setting after you save the goal.
- In Segment & Targets, the goal display format is read-only. To change the format, go to the goal settings.

- **[Configure Goals](https://help.salesforce.com/s/articleView?id=sales.sales_planning_configure_goals.htm&release=264.0.0&type=5)**  
    Set up a goal's target type to control how to show values across territory planning, quota planning, and segment views.