How to edit pipeline targets

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

Please note:

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 or an Admin.

Go to the Pipeline Page and select the Forecast view icon (top right-hand side) → beside the Target button select the pencil icon.

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

In the Edit sales target pop-up, you have 2 options to set sales targets for your team → once the sales targets have been customized, click Save.

Enter a default monthly Sales target in the first box for each member of your sales team.

Enter a default monthly Sales target in the first box.

Setting a default target value for a team member 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 member in the boxes provided.

Enter a individual monthly Sales target.

How to edit pipeline targets

Related Articles