Set targets by account

Learning objective and result

Before you begin

• The rule uses order-product quantity as its metric, account name as its dimension, and quarter as its evaluation period.

Procedure

1. From the Targets menu, select the quarterly target rule that uses order-product quantity as its metric and account name as its dimension.
2. On the target-value page, add the account names to be evaluated.
3. In the account target-value cells, enter quarterly target values.
4. Save or submit the target-value settings on the page.

Verify the result