Role
Company Admin or Target/Metric Admin (anyone with access to Manage → Targets)
Plan
All plans
Prerequisites / who this applies to
You can open Manage → Targets
You have decided how often you want targets to repeat (for example weekly, monthly, quarterly, yearly, or custom)
Step 1 – Open Targets
In SalesScreen, click Manage at the bottom left.
In the menu that opens, click Targets under the Company section.
Step 2 – Go to Manage periods
At the top right of the Targets page, click Manage periods.
Note:
If this is your first time working with target periods, you may be taken straight into the setup flow.
Step 3 – Click Add
You are now on the Manage periods page.
In the top‑right corner, click Add.
Step 4 – Choose your cycle
You will now see the “Get started with targets and periods” screen.
Choose how often you want your targets to repeat:
Weekly
Monthly
Quarterly
Yearly
Custom
Example:
If you set monthly quotas, choose Monthly.
If you only care about a yearly budget, choose Yearly.
Step 5 – Set the date range
Next you define which dates you want to create periods for.
In the From field, pick the start date.
In the To field, pick the end date.
SalesScreen will show a Preview of the periods it will create (for example September, October, November, December).
If you want to change the name of a period before saving:
Click on the title (for example “September 2024”),
Type your own name,
Click Save.
Step 6 – Create the periods
When the preview looks good:
Click Create at the bottom of the page.
SalesScreen will now save all the periods you see in the preview.
What happens next
Your new periods are now available under Targets.
You can start setting targets for users, teams, departments, or company inside these periods.
Later, if you need more periods, you can return to Manage → Targets → Manage periods → Add and repeat the same steps.
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