Use the Business Plans Summary Tab

You view the list of business plan objectives on the Edit Business Plan: Summary page, or on a separate subtab named Objectives (depending on how the application is configured).

If an objective is listed in the Objectives subtab, you can search for objectives by name. For every objective you must specify the following fields:

Fields

Description

Split

Enables you to define dimensions for objectives.

Name

Displays the name of the account.

Type

Specifies the account type. The options are amount and quantity.

Unit of Measure

By default, the measure is determined by the type of account that you select.

Period

Defines the period to achieve the objective.

Target

Specify the amount or quantity to achieve the objective.

The image displays the fields for every objective.