Recipe: Creating sales targets and goals

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You can add dynamic targets or goals for individual representatives, teams, or regions to better measure how your sales are trending against targets. Using your sales data and a Google Sheets, Excel, or CSV data source, you can create joins to compare your targets and sales.

Skill level : Beginner

Time : 10 minutes

Ingredients :
  • A Salesforce Opportunity table or another data source containing sales data.
  • Google sheet, Excel file, or CSV.

Creating your targets

After you import your sales data, you will then need to add another data source containing your targets. This example uses Google Sheets to manage targets, but you can use an Excel or CSV file as well. For information on formatting Excel and CSV files, see Excel and CSV best practices .

To create your targets
  1. Create a new Google Sheet, Excel, or CSV file.
  2. Add columns containing your sales representatives and their targets. You can also add in any other attributes, as long as you abide by the formatting guidelines.
    Note: If your data includes representative IDs, you can use the IDs as a join key. If your data doesn't include IDs, then you can use the representative name as the join key, as long as it's the same in both sources.
  3. After you have finished entering in your targets, save your file, and return to your interface.
  4. In the Data sources library, click + New .
  5. Click the icon matching your data source.
  6. Name your connection Sales Targets.
  7. Select the file or sheet containing your targets. This example uses Google Sheets, so the data source Info step would resemble the image below.

  8. Click Next .
  9. Select a storage option. For information on the different storage options, see Selecting a storage option .
  10. Click Save .

    You will automatically be redirected to the Query Builder.

Joining your data

To use your sales and target data in the same query, you must join the two data sources. This section will discuss how to blend your sales and targets datasets. After you add your Sales Targets connection, you will automatically be redirected to the Query Builder. For more information on using the Query Blender, see Creating joins with the Query Blender .

To join your datasets
  1. In the Query Builder, click the Query Blender icon ( ).
  2. Select your Salesforce Opportunities table or your Sales data source from the (Select a data source) drop-down list.
  3. Click and drag from one half-circle on the side of your Sales Targets data source box to a half-circle on the Opportunities data source box.

    You will automatically be redirected to the join window.
  4. Select a common attribute to use as your join key from the Select a field drop-down list. This example uses Name, but you could use any common attribute between your representatives, such as ID.

  5. Click Add condition .
  6. Select the RIGHT JOIN option.
    Note: A right join is used to ensure that there is always data. If you use an inner or left join, and a representative doesn't make a sale over a given time frame, they will not be visible in your query.

  7. Click Ok .
  8. Click Save .

Your two data sources will be joined. You can then use information from both data sources in your query.

Creating a visual to measure how reps trend against targets

After you finish joining your two data sources, you can begin to create queries to measure how your representatives are trending against your targets. This section contains a simplified example to show you the possibilities of using targets in your reports. If your representatives have different targets each month, you will need to have separate rows for each month and representative.

To create your query
  1. Add your Sales metric from your Salesforce or Sales data source. You can add filters to only show results from specific values, such as opportunities won or deals.
  2. Add your Target metric from your Sales Targets sheet.
  3. Add your sales representative name or ID as an attribute.
  4. Select a chart type. The example below uses a bar chart.

This is just one example of how you can use targets in your reports. You can adapt the same principles to your own report to create dynamic comparisons.

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