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### Objective Fields Use the Objective Edit page to add an objective, or update details for an existing objective. The Objective Edit page shows the complete set of fields for an objective. TIP: You can also edit objectives on the Objective List page and the Objective Detail page. For more information on updating records, see Updating Record Details. NOTE: Company administrators can customise Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help. The following table provides additional information about some of the objective fields.
Field | Description
--- | ---
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 organisation for this objective, for example, physician practices specialising 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.
### Related Topics See the following topics for related information about objectives: Objectives Working with the Objective Homepage Managing Objectives

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