Siebel Marketing User Guide > Planning and Budgeting for Marketing > Process of Creating Marketing Plans and Budget Requests >

Setting Goals for Marketing Plans

Each marketing plan can be associated with a set of goals. Each goal is a metric against which the performance of the plan is measured.

To create a goal for a marketing plan

1. Navigate to the Marketing Plans screen.
2. In the Marketing Plans list, click a plan name.
3. In the Marketing Plans form, use the Type drop-down list to choose a type of plan.
4. Click the Goals view tab.
5. In the Goals list, click Apply Goal Template.

   The goals from the template populate the Goals list.

   NOTE:  The goal template is controlled by the Type field. If you apply the template with an incorrect type selected, you can change the type and click Apply Goal Template again. If a template is not available, a message appears indicating that there is no active goals template for the specified type that you chose in Step 3.

6. If a goal template is not available, in the Goals list, create a new record.
7. In the new record, complete the fields using the following table as a guide.

   NOTE:  Make sure that you select the appropriate number format for the goal type.

   Field	Description
   Metric	Type of goal. Some of the values for this field are: Average Cost per Lead. (Number Format=Currency) The expected cost of the marketing activities in the plan divided by the number of sales leads generated. Average Cost per Opportunity. (Number Format=Currency) The expected cost of the marketing activities in the plan divided by the number of sales opportunities generated. Average Cost per Order. (Number Format=Currency) The expected cost of the marketing activities in the plan divided by the number of sales orders generated. # Leads. (Number Format=Integer) The number of sales leads this plan is expected to yield. The definition of lead may vary based on your company's business process. ROI %. (Number Format=Percentage) The Return on Investment percentage that this plan is expected to earn. Unit Volume. (Number Format=Integer) The number of product units that are expected to be sold as a result of this plan.
   Number Format	The types of formats are Number (nonfinancial), Percentage (nonfinancial), and Currency (financial). If you select the Currency number format (a financial goal), complete the Target Amount field. If you select a different number format (a nonfinancial goal), in the Target Qty field, enter the target number for the goal. NOTE:  If the goal has a Number Format of Percentage be sure to enter whole number values, not decimal values. For example, an ROI goal of 15% must be entered as "15", not ".15".
   Target Amount	If the number format is Currency, use this field to specify the amount.
   Target Qty	If the number format is anything other than Currency, use this field to specify the number.
   Forecast Amount or Forecast Quantity	If you know the expected forecast value, enter it in the Forecast Amount or Forecast Quantity field. If you do not know the expected forecast value, leave the Forecast Amount or Forecast Quantity field empty, and add the value after you develop a forecast.