---
title: "Managing targets"
slug: "managing-targets-1"
updated: 2026-01-07T12:57:13Z
published: 2026-01-07T12:57:13Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.gong.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing targets

> **Who can use this**: Business admin
> 
> **Available on**: Gong Forecast
> 
> **Ideal for**: RevOps

> **Where to go:**Admin center > Data studio > Targets

> [!NOTE]
> **Note:**
> 
> The service known as “Revenue analytics” is now called “Dashboards.” Dashboard assets, like metrics and targets, are now configured in the Admin center under “Data studio.”

Targets enable monitoring performance, aligning goals, and comparing real-time sales data with company benchmarks using predefined data points. You can create targets and fill them with individual and team values, then integrate them into formula metrics and widgets, reducing the risk of inconsistencies across the organization.

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(535).png)

Targets can be used in:

- [Formula metrics](/v1/docs/build-your-own-metrics)

> [!NOTE]
> Note:
> 
> Target-based formula metrics can’t be used in [custom charts](/v1/docs/custom-chart).
- [KPI](/v1/docs/kpi-widget) and [performance](/v1/docs/performance-widget) widgets, when measuring a metric against target
- [Forecast boards](/v1/docs/admin-manage-forecast-boards).

## Adding a new target

> [!NOTE]
> **Note:**
> 
> This procedure requires permissions to [manage dashboards](/v1/docs/revenue-analytics-permissions#permissions-to-manage-dashboards).

1. Go to **Admin Center > Data studio >** **Targets** and click **+New target.**

> [!TIP]
> **Tip:**
> 
> Sort the list by clicking any of the column headers.
2. Give your target a **Name** (for example, “Retention”) and a **Description** to help others understand it.
3. Select the target type - **Currency** for measuring amounts and **Units**for measuring a quantity of items (for example, the number of sales accepted opportunities).
4. Click **Download Template**. A template CSV file is downloaded to your computer.
5. Edit the CSV file and populate it with team members and team target values. You can add up to 10,000 records to the file.
6. Upload the file. The target is added to your target list, along with its general information and number of records. When the target is used anywhere in Gong it will be indicated under **Used in**, so you and others understand the implications of [modifying it](/v1/docs/managing-targets-1#editing-a-target):

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(532).png)

> [!NOTE]
> Note:
> 
> If you’re experiencing any issue with uploading the file, check out this [troubleshooting](/v1/docs/troubleshooting-target-management) article.

## Modifying targets

### Upserting a target file

Once you’ve uploaded a CSV file and saved your target, you can add multiple new records or update preexisting ones:

1. Edit your CSV file.
2. Go to **Admin Center > Settings > Analytics assets >** **Targets.**
3. Select your target, click![MoreActions.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions.svg)and then **Edit target**.
4. Click **Upsert CSV**and then upload the updated CSV file.

> [!TIP]
> **Tip:**
> 
> Store a copy of the CSV for future comparison and reference if you ever need to do a bulk update.

### Modifying a single record value

You can edit specific record values straight from the target entity:

1. Go to **Admin Center > Settings > Analytics assets >** **Targets**.
2. Select your target, click![MoreActions.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions.svg)and then **Edit target**.
3. In records you want to change, click ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/pencil_DS.png), and then enter the new value.
4. Click **Save**.

## Ideas for targets

Here’s a few examples of targets you may want to set:

- Bookings ($)
- Pipeline created ($)
- Pipeline created (#)
- Win rate (#)
- Average sales price ($)

## Best practices

To make the most out of your targets, we recommend:

****Coupling targets and metrics/Forecast boards****

Ideally, you should have a [metric](/v1/docs/build-your-own-metrics) per target or forecast board column.

****Team vs. individual records****

Each record in the CSV file represents a team or an individual.

Under the column “is team”, individual quota-carriers should be assigned the value “false”, while teams should be assigned the value “true”.

If a team member is both an individual contributor and a manager, the team target value will be measured against their team rollups, while the individual value will be measured against their own numbers (deals in which they are the user associated with the deal).

For example, John Smith has two entries in “Bookings $”:

- As an individual quota-carrier, where they’re the owner of deals (is team=”false”), their target is 30K USD for Q2, FY2025.
- As a sales manager, where their direct reports are the owners of deals (is team=”true”), their target is 150K USD for Q2, FY2025.

****Multiple records****

Each individual or team can be assigned a designated value per period per target type.

For example, John Smith can have:

- A currency target value for Q2, FY2025
- A currency target value for Q3, FY2025
- A unit target value for Q2, FY2025
- A unit target value for Q3, FY2025

| ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image-1723022223315.png) Visit our [Academy](https://academy.gong.io/courses/explore-gongs-revenue-analytics) and find out how to utilize your dashboards to boost efficiencies and refine revenue operations |
| --- |

A team member who manages the business entities in Gong, such as deal and forecast boards. [Find my Business admin](/v1/docs/find-your-technical-or-business-admin).

Gong’s full Forecast package for next-level forecasting and revenue optimization. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats).

A team member who manages and optimizes revenue-related workflows by managing business entities such as metrics, targets, and dashboards.