What is a summed target?

Use or overwrite summed targets to get your desired KPIs.

Marius Ekerholt avatar
Written by Marius Ekerholt
Updated over a week ago

When you create targets, SalesScreen will automatically sum- and add them to overlying entities. Confusing? Let us explain by an example. 

Let's say that Team Oslo has three users. If you add a target of $10 000 to each user, SalesScreen will automatically make sure Team Oslo has a target of $30 000. You can always check this by going to the Team tab after creating targets for users.

This will behave the same way for Company targets. If the company has three teams, all with $30 000 as their target, the company target will by default be summed up to be $90 000. 

This is not the behaviour I want. Can I specify the targets manually for teams and the company? 

Yes, you can. But be aware that as soon as you edit a summed target, it will no longer be updated if you do changes to underlying targets. 

This means that in the previous example, where Team Oslo had a default summed target of $30 000 after you added $10 000 to all three users in the team. If you edit this target once it will no longer be updated when you do changes in the target for the users.

We will make sure to provide a warning about this when you are about to edit a summed target. 

I don't want to have any targets specified for my teams, but I want to set targets for my users. Can I delete the team targets?

No. If you simply don't want to use them for anything, pretend they don't exist. They don't make any difference in slides, widgets, achievements or similar.

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