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?
- User who has Partner Plan permission enabled for them.
- System administrator.
- 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"
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
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
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:
"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: