Mapping target-setting requirements to Account Manager Targets
Key Takeaway
If discovery shows a customer needs to set measurable sales goals, share them down the team hierarchy, and split them by product, account, and time period, map that requirement to Account Manager Targets.
Account Manager Targets is the Agentforce Manufacturing feature that turns an organization's growth plans into measurable targets. Managers create a target, assign shares of it to their team, and split it by product, account, and time period. In the business design document, the requirement "manage organizational targets and distribute them among teams" maps to Account Manager Targets.
Recognizing a target-setting requirement
When you review discovery outputs, look for a customer who wants to set goals for its own sales team. Account Manager Targets fits when the requirements include needs like these:
- Set measurable goals, such as revenue, product quantity, or customer satisfaction.
- Give account managers shares of an organizational goal, such as a fiscal-year revenue goal, that follow the reporting hierarchy.
- Split targets by product, by account, and by time period, such as month, quarter, or year.
- Change target values during the year and redistribute them.