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Name |
Enter a name for the initiative. |
Description |
Enter a description of the initiative for your own use. |
Period |
Select the period for which this initiative is valid. |
Start Date |
The start date of the selected period is entered automatically, based on your selection in the Period field. This is a read-only field. |
End Date |
The end date of the selected period is entered automatically, based on your selection in the Period field. This is a read-only field. |
Target Market |
Select the market segments toward which this initiative is targeted. |
Target Amount |
Enter the target amount of money you expect this initiative to generate. |
Target Quantity |
Enter the target quantity you expect the initiative to achieve. For example, if the goal of the initiative is to get new customer accounts, enter the number of new accounts you hope to get. |
Actual Amount |
After the period of the initiative has ended, you will enter the actual amount of money this initiative generated. |
Actual Quantity |
After the period of the initiative has ended, you will enter the actual quantity this initiative achieved. |
Active |
This read-only field indicates whether the initiative is still active. It is automatically set to True on the start date and set to False after the end date. |