Add targets to reports and dashboards to help your sales team visualize their targets so they can meet their quota.

1. Visualizing Sales Goals:
How to Add Targets to Salesforce Reports & Dashboards

2. Sales representatives, by nature, are some of the most goal-oriented
users of Salesforce, because their success is based on reaching their
quota. These quota amounts and types can be different for each
individual. Helping your sales reps see their specific goals, gives them
the the visual target they can strive for.
[ ]To accomplish any goal, you must know where it is
you are trying to go in order to get there.
So how do you help your sales team
visualize their targets in Salesforce?

3. There are a few ways you can apply these targets to each
individual User Record in Salesforce Lightning depending on
what object these targets relate to, and the relationship
between the Users that share the same specific target values.

4. 1 Step One
Unique Targets
No Established
Relationship
Between the Target
Values and the Users
They Are Applied To
To add unique targets to reports and dashboards in
Salesforce Lightning, first start by creating a custom
field with the Currency, Number, or Percent type on
the User object. It is best to use the “Number” field
type if you plan on adding a target to a report where
data is measured by record count. It is also helpful to
specify the timeframe for this particular target within
the field name of these new custom target fields (i.e.
Field Label: # of Activities Completed (Monthly), or # of
Activities Completed (Weekly)).

5. 2 Step Two
Unique Targets
No Established
Relationship
Between the Target
Values and the Users
They Are Applied To
Next, populate these newly added target fields with
values for each employee on their User Record page, or
through the data loader. Once these fields are
populated with their specific target values, you can
then reference these targets by creating a formula field
on the object which the target is intended to track
against. So if a field is intended to track the # of
Activities Completed for the month, you would create a
Custom Activity Formula Field of Number type which
references the value specified for this target from the
related Owner (User Object) fields.

6. 3 Step Three
Unique Targets
No Established
Relationship
Between the Target
Values and the Users
They Are Applied To
Once the field that captures the target (on User Object)
and the field that references the target (Object you
want to include target in reports for) have been
completed, you are ready to add them to any report. In
order to show these values on a chart or dashboard
component, you must summarize the report by the
record owner.
Additionally, you will need to summarize the target
field column with the MAX or AVERAGE function. This
will then allow you to plot these targets against the
actual performance of the User by either using the
“Combination Chart” function in the Vertical Bar Chart
specific to the report, or the Vertical Bar Chart
dashboard component.

7. Instead of manually entering each target for each user, if you
have users who have the same targets based on their role or
other segmentation, you can create their targets via formula
field on the user record.

8. Correlated
Targets
Targets Apply to Users
Based on Role or Other
Segmenting Fields
To apply the target to users, use a custom formula field
on the User Object and specify the target values using
an IF or CASE function which matches the targets based
on their respective Role or other segmenting field value
within the User Object.
Aside from this difference in the construction of the
target field(s) on the User Object, all other steps are
the same as before in order to add your targets to
reports and dashboards in Salesforce.

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We hope these Salesforce tips help you
visualize goals and achieve success.
For more in-depth sales assistance with
your Salesforce platform, contact
our Salesforce consultants today.