Published at: 2026-09-17
Split targets by account and product weight
Split a quarterly sales target by account and product weights.
Learning objective and result
Learn how to set weights and distribute an annual total target across quarters, accounts, and products. When you finish, you can view the weighted allocation for each level on the target-value page.
Before you begin
- The rule uses order-product quantity and subtotal as metrics, account name and product name as dimensions, and quarter as its evaluation period.
Procedure
- From the Targets menu, select the account and product rule, then add account names and their corresponding product names.
- In the annual target cell, enter quantity and subtotal target values.
- Set quarterly weights, then split the annual target by evaluation-period weights.
- Set account weights, then split the total target to accounts by weight. Next, set product weights and split each account’s subtotal target to products by weight.
Verify the result
The annual target is allocated by quarterly, account, and product weights.