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How to Create a Revenue Goal in Partner Plan

Maya
Maya
  • Updated

Purpose

This article will help Allbound Administrator users learn how to create a Revenue Goal within the Partner Plan settings.

 

Introduction

To create a Partner Plan or a Partner Plan Template, you must first create a Revenue Goal to attach to it. When you create a new Partner Plan and/or a new Partner Plan Template, you may add these Revenue Goals within the Sales tab. Learn How to Assign a Partner Plan to a Company. Revenue Goals are measured in two ways: currency and quantity. (Example: the number of deals in 1 quarter or the monetary amount in 1 quarter.)

 

Who can create a revenue goal in partner plan?

  1. User who has Partner Plan permission enabled for them.
  2. System administrator.
  3. CAM  - A user who is an owner of other companies.

 

Where to Create a New Revenue Goal

1. Login to the Allbound platform

2. Click on the Settings Gear icon in the top toolbar and then click "Partner Plan"

 

settings_gear_new_ab_logo_partner_plan.png

 

3. From the left-hand navigation panel, click the "Partner Plan Settings" tab

4. In the upper right corner, click the "+ Add Revenue Goal" button

 

help_center_pp_add_revenue_goal.png

 

Partner Plan Settings Table Overview

When you create a Partner Plan Revenue Goals, they will all be displayed within the "Partner Plan Settings" tab and table

 

help_center_partner_plan_settings_table_outlined.png

 

A. Search Bar: Use this search bar to look for a specific Revenue Goal

B. "Options" button: Click here to globally rename the tabs within a Partner Plan (Details, Strategy, Onboarding, Training, and Sales)

C. "+ Add Revenue Goal" button: Click here to create a new Revenue Goal

D. 3-Dot Menu: Click here to Edit and/or Delete a specific Revenue Goal

 

How to Create a Revenue Goal

Upon clicking the "+ Revenue Goal" button, fill out the information in the fly-out panel. There are 4 fields:

 

help_center_pp_add_revenue_goal_fly_out_menu.png

 

"Name" field: Type a name for this Revenue Goal. It is important to choose a name that will succinctly describe the purpose of this goal in a single sentence so your team can identify its purpose

"Target Type" field: Choose between Currency or Quantity

Description Box: Adding a description is optional, but helpful, if needing to add notes or additional information about this goal

"Form Filter" field: Based upon which Target Type you choose, you may add multiple Form Filters. Some examples include Deal Status is "New," "Working," "Closed-Won," etc.

 

If you still have questions, please reach out to your Customer Success Manager or Open a Support Ticket.

 

Also, please refer to these articles to further learn about our Partner Plan feature:

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