---
schema_version: "1"
id: 44a3945678ae1b9ac8545ad5f790b43dc0c83aefe8199db1d25d2ed2d27ed33c
title: Create an Objective to Track Joint Business Plan Goals
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/pc_create_objective_joint_business_plan.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.pc_create_objective_joint_business_plan.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 69afafd4cde852728da0b6fbbf5e6bd8dfe1eac56f52768b0cd3b9d552046bcd
description: Define a shared goal and use measurable results to align priorities and track progress with your customer.
products:
  - Partner Cloud
  - Cross Cloud
release: "264"
---
# Create an Objective to Track Joint Business Plan Goals

Define a shared goal and use measurable results to align priorities and track progress with your customer.

### 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: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Agentforce 1 Sales Edition</strong> Editions with Sales</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d13291e72">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13291e72 ">To create objectives for joint business plans:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13291e72 ">Channel Manager</td>

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Clear objectives keep your team and customer aligned on priorities and desired outcomes.

1. Open **Joint Business Plans**.
2. Click **New Objective**.
3. Enter the objective name and description.
4. Select the start and end dates.
    
    Salesforce uses this date range to select records.
5. Complete the **Measures** section.
    
    Salesforce provides predefined measures for channel partners. To define your own measure, select **Custom**.
    
    - Opportunity Revenue Targets
        
        Set sales revenue goals. Salesforce calculates the current value from the total Amount of the selected opportunities with a Stage of Closed Won.
        
        Opportunity Renewals Growth
        
        Set renewal revenue goals. Salesforce calculates the current value from the total Amount of the selected opportunities with a Type of Renewals and a Stage of Closed Won.
        
        Sales Pipeline Value
        
        View the total value of selected opportunities. Salesforce calculates the current value from the total Amount of selected opportunities for which Won and Closed are false.
        
        Enablement Programs Completed:
        
        View the total number of enablement programs that partners completed.
        
        Partner MDF Funds Claimed
        
        View the total amount of MDF funds that partners claimed. Salesforce calculates the current value from the total Partner Fund Claim Amount for claims with a Status of Approved.
6. Leave **View Accessible Records** turned on to include records that you can access.
7. To automatically link records that meet the calculation definition and unlink records that no longer meet it, turn on **Automatic Qualifying Record Management**.
8. Click **Save**.

Review the objective regularly to monitor its current value and progress toward the shared goal.