Account Manager Targets fit, enablement and target allocation
Key Takeaway
Targets flow from the top down. A leader sets a fiscal-year target and assigns shares to immediate team members, who split them further by account, product, and time period. The "Team Member Hierarchy Type" setting decides who a manager can assign targets to.
Account Manager Targets in Agentforce Manufacturing turns an organization's growth plans into measurable targets for account managers. A leader creates a target for a fiscal year and assigns shares of it to immediate team members. Each level splits its share further, down to accounts, products, and time periods, until every account manager has a goal to work toward.
When Account Manager Targets fits
Account Manager Targets fits a customer that wants goals to flow from the top down. Targets are set at the organization level at the start of a fiscal year. Sales teams then split them until each account manager has a target.
Targets and forecasting sit in one place, so the business gets a single source of truth for company performance.