Where to go: DEALS > Forecast
Who can do this: You must have "Edit target" permissions set to "All" (as assigned by your admin in your permission profile).
It's easy to upload your team's targets for each line of business from a CSV file.
If you upload only monthly targets, we do not calculate your quarterly numbers automatically; that is, the quarterly target will be empty. This gives you the flexibility to distribute the quarterly target across months however you want.
As with all CSV uploads, make sure you get it right the first time for a hassle-free experience.
The image below shows what column headers your CSV file should include.
Add a new row for every quota-carrying person in your org, and make sure that each row includes a valid value for every column, otherwise the upload will fail.
Click DOWNLOAD EXAMPLE to get a useful CSV file that you can customize with your own targets.