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Siebel Marketing Guide > Planning and Budgeting for Marketing > Creating a Marketing Plan >
Setting Goals for the Marketing Plan
Each marketing plan can be associated with a set of goals. Each goal is a metric against which the performance of the plan will be measured.
To create a goal for a marketing plan
- From the application-level menu, choose View > Site Map > Marketing Plans > My Marketing Plans.
- In the Marketing Plans list, query for the marketing plan.
- Click the Goals view tab.
- In the Goals list, create a new record.
- In the new record, select the Goal using values in Table 66 and complete one of the following steps:
- If the goal is a financial goal, type the target value for the goal in the Target Amount column.
- If the goal is a non-financial goal, type the target value for the goal in the Target Quantity column.
- If you know the expected forecast value, type the forecast value in the Forecast Amount column. If you do not know the expected forecast value, leave the forecast column empty and type the value after you develop a forecast.
NOTE: If the goal has a Number Format of Percentage be sure to type whole number values, not decimal values. For example, an ROI goal of 15% should be typed as 15, not .15.
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Siebel Marketing Guide Published: 23 June 2003 |