Account Manager Targets: Translate Growth Plans into Measurable Targets (Generally Available)

Use account manager targets to convert your organization’s growth plans into measurable targets. Accommodate your business requirements by creating targets for revenue, quantity, and other currency or non-currency measure types. Achieve these targets by allocating specific target percentages to your team members. Meet market demands and organizational requirements by strategically distributing targets by products and accounts. Gain periodic visibility for targets by distributing them by month, quarter, or year.

Set Expectations for Your Team Members by Assigning Targets
Account managers can help achieve organizational targets by assigning them to their immediate team members. They can assign a specific target percentage. The sum of target assignments can be less than, more than, or equal to their target value. This flexibility allows account managers to update their target values and edit their target assignments.
Update Assignment Values with a Single Click
Changing markets and business requirements directly affect account managers' targets. To address this constant flux, account managers can change their target values. Account managers can then ensure that their team members’ assignments have the latest values that proportionally reflect these changes.
Distribute Targets by Account and Product, and by Time Period
Account managers can help their organizations concentrate on key business areas by distributing targets by accounts and products. They can further distribute these targets and their own targets by time period, thus providing them periodic visibility. Administrators can help account managers by selecting the time period for this distribution as monthly, quarterly, or yearly.
Respond to Changes in Your Organization’s Hierarchy
Account managers can respond to organizational changes that invalidate target assignments, such as restructured reporting chains, team mergers, and the entry and exit of employees. Invalid target assignments are identified automatically for account managers and shown in the Invalid Team Assignments section. Account managers can manage an invalid assignment by reassigning it to another team member, changing the owner, moving it to the parent target, or deleting it.
Track Target Assignments for an Account in a Single Page
Account managers can compare and track all the targets related to an account in a single page. They can view all team assignments and targets assigned to them in the Account Manager Targets tab of the account’s record.
Analyze Granular Account Manager Target Data with Reports
Account managers can create custom reports that show information by target, account and product distribution, and periodic distribution. In addition, account managers can create dashboards using these reports.
Manage Data Volume Consumption of Account Manager Targets
In a single snapshot, view the volume of data used in your Salesforce org by account manager targets. Compare your data volume usage with the defined limits by checking the percentage of the limit used. You can ensure optimal performance of your Salesforce org by reviewing these details periodically.

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