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Territory and Quota enables you to create custom Target Types that are unique to your business operations and goals. You can use Target Types as a way to label and identify quotas and targets and you can apply multiple Target Types to a given Territory program to indicate multiple quotas or targets for each territory. Some common Target Types include measurable yields such as Revenue, Units, and Bookings.
|Create a new entity. |
|Copy an existing entity. To copy a Target Type, select the checkbox next to the type you want to copy and then click the Copy button. Territory and Quota creates a new record with the same Description value and the Name value is prefaced with Copy of. You can change the Name value to a unique name. |
Upload a spreadsheet to add entity data. You cannot update existing entity information using this feature.
Download a spreadsheet that contains data for all existing entities.
|Delete an entity. To delete a Target Type, select the checkbox next to the target type you want to delete and then click the Delete button.|
Click on a record to view and edit details. You can also filter the list of existing Target Types by entering a keyword in the Search box, and use the Default Period date as a filter to select which versions to show in List or Tree view. To sort the list, click a heading title.
Create Target Types
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To create a new Target Type:
- Click Territory Admin > Target Types.
- Click the Create New button.
- Enter a unique Name value.
- Enter an optional description.
- Save your new Target Type.