Manually Adjust Target Schedules

A sales manager may need to make adjustments to the target schedule for various reasons. 

Steps to Adjust Target Schedule

  1. Choose the node in the hierarchy where you need to adjust targets.
  2. Select the Target tab in the designer. Here, you see a list of existing targets set for that node in the hierarchy.
  3. From the Target Operations Menu,  select View Details/Edit from the drop-down menu.
  4. Select Add Schedule Adjustment.
  5. Select Add Manual Adjustment from the drop-down menu. 
  6. Select Confirm to add your adjustments. 
  7. Select Apply at the top of the page to save your changes and see your adjusted target.
  8. View the adjusted target in the Tops Down vs Bottoms Up Tab.

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