Key Objective Information

Objective Name

The name of the objective. (Required.)

Plan Name

The parent business plan associated with this objective. Select the business plan, using the Lookup icon.

Type

The general purpose of the objective. Examples are: Awareness, Education, Relationship, New account acquisition, Increase account penetration, Product trial, Special incentive, Account retention, and Competitive response. Select the type from the drop-down list. (Required.)

Status

The current status of the objective. Examples are: Draft, Submitted, Final Approved, Current, Expired, Future, and On Hold. Select the status from the drop-down list. (Required.)

Account Name

The account associated with this objective. Click the Lookup icon to select the account.

Contact Name

The contact associated with this objective. Click the Lookup icon to select the contact.

Product Name

The product associated with this objective. Click the Lookup icon to select the product.

Period

A period defines the time within which to complete an objective. A period objective is determined by your company’s fiscal calendar definition, which your company administrator defines. (Required.)

A period can correspond to a fiscal year, quarter, month, or week, for example, Fiscal Quarter 1, 2010. The available periods listed are based upon your company's defined fiscal calendar. For more information on defining fiscal calendars, see About Fiscal Calendars.

NOTE: You require the Manage Period Administration privilege to select a period.

Period: Start Date

The starting date of a period. Click the Calendar icon to select the start date.

Period: End Date

The ending date of a period. Click the Calendar icon to select the end date.

Target Information

Objective Revenue

The revenue target for this objective, for example 1,000,000.

Currency

The currency for the revenue (for example, USD or EURO). Click the currency icon to choose your required currency.

Exchange Date

The relevant date for converting local revenue into currencies that headquarters use.

Target Audience

The target group or organization for this objective, for example, physician practices specializing in cardiology.

Objective Target

The goal or outcome for this objective, expressed in objective units, for example, 1000 to represent 1000 customer calls.

Objective Units

The unit of expression for the objective target, for example, Sales Units, Number of Calls, dollars ($), and so on. Click the drop-down list to select the objective unit.

Additional Information

Description

The description of the objective.

Owner

The owner of the objective record.

Depending on the record ownership mode that your company administrator sets up for the record type, you might see the Owner field, or the Book field, or both of these fields on the record Detail page, and one or both of the fields might be blank. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.