Setting Targets


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

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