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Target Automate FREE

Easily create, manage, and track sales targets in one central hub.

Overview

  • FULLY AUTOMATED Fully automated target calculation

  • DYNAMIC TARGET FILTERS Easily configure date, field, and user filters on targets

  • MAXIMUM FLEXIBILITY Accommodate exceptions with the ability to enter record-specific manual roll-ups

  • STANDARD AND CUSTOM FIELDS Supports standard and custom fields on Opportunity

  • CURRENCY AND NUMBER TARGETS Both currency and number values can roll up to targets

Target Automate enhances how businesses manage their targets, offering a seamless solution to create, configure, manage, and report on goals at every level—from company-wide to individual users. This app eliminates the need for hard-coded targets in reports and dashboards, providing a centralized platform to view and track past, present, and future targets effortlessly. Key Features: • Fully compatible with the Opportunity object to track sales and performance targets. • Use standard or custom currency or number fields to tailor target tracking to your specific needs. • Easily filter targets using both standard and custom fields for precise tracking and reporting. • Automated aggregation of data, ensuring accurate and efficient roll-up to overall targets. • Flexibility to manually relate opportunities to targets and input rolled-up values to accommodate exceptions

Categories

Business Needs
Sales
Analytics
Finance
Industries
Horizontal Product
Personas
Administrator
Business Operations Manager
Consultant
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package