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Uploading targets from CSV
Uploading targets from CSV
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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

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