User Settings

How To Setup Product Group Targets

Product Group targets are set-up and managed within Product Targets in the Settings area.

New Product Targets can be set up via the Actions menu.

Setting up New Product Targets

  • First go to Settings and click on Product Targets.
  • Click on Actions and then press ‘New’ to start creating a new product target.
  • Enter a unique name and choose from the options available in the ‘Type’ field to select a period.
  • Here you can choose from weekly, quarterly, monthly and yearly options.
  • Remember to Save and then you can add a target value for each user.

Setting up a New User Product Target

  • From within a Product Target you can create individual User targets by selecting the New button.
  • Click into the target you have created and then select ‘New’.
  • Once again, enter a name, select a user, add a Start Date, select a Currency and then enter a Target Value.
  • You will also need to select a Product Group.



Product Groups can be set up in Admin Settings under Project Management, see ‘Product Groups‘.

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