How to edit pipeline targets

Set sales targets by default for each month or customize them for a specific month.

Only the Account owner or an Admin can edit the target for all users.
Users can only edit their own target if given permission from the Account owner/Admin.

Go to the Pipeline page → select the Forecast view icon (top right-hand side).

Pipeline page | Forecast view icon (top right hand corner)

Select the pencil icon beside Target.

Pipeline Page l Forecast View l select the pencil icon next to Target.

There are 2 options to set targets for your Team → once they have been customized, click Save.

In the first box set a default monthly target for each member of your team.

Enter a default monthly Sales target in the first box.

💡 Setting a default target value changes the target value for all months into the future except those that you have already manually set.

Enter individual monthly targets for you or your team in the boxes under the specific month.

Enter a individual monthly Sales target.