1. Open Forecast Targets and start a new target
Go to Forecast Targets.
Click New Target to begin creating a forecast target.
2. Choose the target period and enter the amount
Select the period type:
Monthly
Quarterly
Annual
Select the period (for example, the financial year).
Enter the target amount.
3. Assign the target to a rep and distribute it if needed
Select an individual rep if the target should apply to one person.
Use auto-distribute to spread the target across quarters and months if desired.
4. Create the target
Review the details you entered.
Click Create New / Create Target to save it.
5. Confirm the target appears in forecasts
Once created, the target will appear wherever forecasts are shown in Ricavi.
The target will map toward the overall goal.