How to distribute targets across the whole hierarchy
- Select the Set Targets link in the designer. In a new window, you see a list of existing targets set on that node in the hierarchy.
- Pick Distribute from the Target Operations Menu, represented by the three-dot icon on the far right of the target entry of your choice.
- Fill out the pop-up menu with the distribution method of your choice. Select Next after picking an option from the drop-down menu.
- Acknowledge the warning and type in OVERWRITE in the space provided. Select Confirm to complete the action.
The distribution can occur in the following methods:
Do Not Distribute – the children do not inherit the target from the parent.
Equally – distribute the target equally among the children nodes. Ratio Based on a Field – take a metric/target, and distribute the target based on the % of the total that each child has. This method can be used to distribute expense targets based on how much revenue each child is contributing.