Article Overview
This guide outlines the steps for creating targets in Amplify by specifying time frames and periods, including selecting cycles based on weekly, monthly, or yearly sales quotas.
NOTE: Setting up target periods is crucial for organizing sales quotas and goals within Amplify.
Creating Targets in Amplify
Follow these instructions to set up target periods for your sales team within Amplify.
The first step is to click on Manage at the bottom left corner of Amplify. A menu will pop up, where you can proceed to click on Targets under the Company headline twice as mentioned:
In the upper right corner, click Manage periods.
Click Add in the upper right corner.
Creating periods
Periods are created based on cycles. Select your desired cycle based on the sales quota timeframe—weekly, monthly, or yearly.
Upon selecting a cycle, periods will be generated accordingly. To create additional periods, adjust the dates at the top using the selected cycle.
Once satisfied with the periods previewed, click Create to save them to your Amplify account.