Accessing Target Uploader
To upload targets en masse, you can use the Target Uploader found under 'Organization Settings':
Once in this view, select the 'Download Targets CSV' button which will give you the option to select the lenses, time periods and target types that you want to download a template for. This CSV will contain any existing targets you have for the selected settings.
If you do not change any of the options, you will download a template of all existing targets for your organisation.
Target Template
The template will be populated in the same format as below (if targets exist, and filtered to the settings you have selected):
Target Type | Lens | Start Date | Granularity | Value |
Revenue | New Business | 01/03/2024 | Month | 300000 |
Revenue | New Business | 01/01/2024 | Quarter | 500000 |
Revenue | North America | 01/01/2024 | Month | 100000 |
Revenue | North America | 01/01/2024 | Quarter | 400000 |
Pipeline Created | North America | 01/05/2024 | Month | 900000 |
Pipeline Created | North America | 01/06/2024 | Month | 900000 |
Opps Added | New Business | 01/07/2024 | Month | 20 |
If you do not need to change any existing targets, you can either delete these records or keep them unchanged (when uploading, it will ignore anything unchanged).
Add any relevant targets you wish to upload, ensuring they meet the same format as above.
Things to consider
The Lens name must match exactly the lens name in Kluster (both group and rep)
The target type determines which snapshot/widget the targets populate for - this can typically be found by clicking the 3 dots on a snapshot and accessing targets through there to see which type it is tied to. If you're unsure, please ask your Kluster representative (or read below for standard targets)
If the above conditions aren't met, you may get errors when trying to upload this sheet.
Uploading CSV
Once you have your sheet ready to upload, ensure it is saved and then go back into the target uploads section and click the 'Upload Targets' button:
Select the relevant sheet, and then upload. You should get a success message letting you know how many targets have been changed with a flag for any potential errors. Refer to 'things to consider' for what may cause errors.
Standard Target Types
Below are the typical standard target types. They will be displayed on their corresponding snapshots (and any reports that reference them). If any of these are unclear, please speak to your Kluster representative.
Revenue - Closed Won target
Pipeline Created
Opps Added
Pipeline Coverage
Open Pipeline
Opps Open
Average Opp Added Value
Average Deal Value
Win Rate
Pipeline Win Rate
% Pipeline Worked
In-Period Closed Won
Sales Velocity
Weighted Pipeline
Opps Won
Average Sales Cycle
Commit Only
Best Only