Setting Targets

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Before your marketing team starts to enter their upcoming fiscal year plans, you can provide their Targets at a high level so they can identify in real time how much they have left to spend as they are building their plans.

Adding Targets

  1. On the Home Tab, click the Master / Custom Settings in line with the Folder you would like to set Targets for
  2. On the Settings page, navigate to the Columns Tab under Template Setup.
  3. Select the Roll-up Panel option from the Manage for: drop down menu
  4. Add Targets as desired
    Note: The Location and Type should be completed by default

Setting Targets on the Home Tab

  1. On the Home Tab, click on the Roll-up Panel icon in line with your desired Folder, Sub-folder or Activity Plan
  2. On the Roll-up side panel, enter your Targets as needed
    Note: If you enter a Target at a Activity level on the Home Tab, it will not roll-up to a Category or Sub-category level automatically
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