Who can use this: Business admin
Available on: Gong Forecast
Ideal for: RevOps
Required permissions: Manage targets
After you create a target, you can update its values for each period, export the full list, or delete it when it is no longer needed, all from the Targets page. To create a new target, see Create a target.
Note:
Target-based formula metrics cannot be used in custom charts.
Update a target
Update a target when quota values or team members change. You can update all records at once by uploading a revised CSV, or update a single record directly in Gong.
Update with a CSV
Upload a revised CSV when you need to update many records at once or work from a spreadsheet.
To update records in a CSV:
From the left sidebar, click Admin center.
Under the Data Studio card, click Targets.
Find the target, click the More actions icon, and select Edit target.
Upload a revised CSV using Upsert target CSV. This adds new records and updates existing ones. It does not remove records not in the file.
Click Save.
Tip:
Keep a saved copy of your previous CSVs before uploading a new one.
Tip:
The Is Team column distinguishes individual contributors (false) from team managers (true). A person who manages both their own quota and a team gets two rows in the CSV — one for their individual deals and one for their team's rollup.
Update a single record
Edit a record directly when you need to change the value for one person or one period.
To update a single record:
From the left sidebar, click Admin center.
Under the Data Studio card, and then click Targets.
Find the target, click the More actions icon, and select Edit target.
Click the pencil icon on the row you want to update, enter the new value, and click Save.
Export target records
Export a target as a CSV file to review current values or prepare an updated upload.
To export target records:
From the left sidebar, click Admin center.
Under the Data Studio card, and then click Targets.
Find the target, click the More actions icon, and select Export to CSV.
Delete a target
Delete a target when it is no longer needed. Deletion is permanent. Before deleting, check the Used in column to see which widgets, formula metrics, and forecast board columns currently reference the target.
To delete a target:
From the left sidebar, click Admin center.
Under the Data Studio card, and then click Targets.
Find the target, click the More actions icon, and select Delete target.
Confirm the deletion when prompted.
Frequently asked questions
What happens to existing target records when I upload a revised CSV?
The Upsert CSV action adds new records and updates matching existing ones. Records not included in the new file remain unchanged and are not removed.
Can I undo a target deletion?
No. Deleted targets cannot be recovered.
When should I update records with a CSV versus editing a single record?
Use a CSV upsert when you need to update values for multiple team members at once, for example, at the start of a new quarter when targets change across the team. Edit a single record directly when only one person's value needs changing.