Setting up target types/metrics

To define a target group type:
  1. Open the Target Group Types form.
  2. Click Add record icon.
  3. Specify this information:
    Type
    The business metric type. For example, Rev for Revenue.
    Description
    The description of the metric.
    Activate Weekly
    Select this check box to enable the weekly tab on the Target Vs Actual Detail form and track the metric on a weekly basis..
    Activate Monthly
    Select this check box to enable the monthly tab on the Target Vs Actual Detail form and track the metric on a monthly basis..
    Activate Quarterly
    Select this check box to enable the quarterly tab on the Target Vs Actual Detail form and track the metric on a quarterly basis..
    Activate Yearly
    Select this check box to enable the yearly tab on the Target Vs Actual Detail form and track the metric on a yearly basis..
    Activate Custom
    Select this check box to enable the custom tab on the Target Vs Actual Detail form and track the metric on a custom interval basis..
  4. Click Save .
    Note: You cannot delete a group type if it is already being used for tracking.