Create a Target Configuration

A Target Configuration describes what to measure and over which period.

Open a new card

On the Target Configurations page, choose New.
The Target Configuration card opens.

General

Field	What to enter
Code	A unique code for this configuration (e.g. `SALES-2026`).
Name	A descriptive name (e.g. `2026 Monthly Sales by Salesperson`).
Active	Turn on when you want the Job Queue to process this configuration.
Archived	Turn on to retire a configuration without deleting it.

Setup

This section tells the engine where to read data and how to slice it.

Field	What to enter
Source Table ID	The BC table to read records from. Use the lookup to pick any table (e.g. Sales Invoice Line).
Group By Field No.	The field that defines each group (e.g. Salesperson Code). One result row is produced per distinct value.
Main Field No.	The numeric field that is summed per group (e.g. Amount or Line Amount).
Date Field No.	The date or datetime field used to keep only records inside the period (e.g. Posting Date).
Period Type	Daily, Weekly, Monthly, Quarterly, or Yearly.
Week Start Day	Only used when Period Type is Weekly.
Starting / Ending Date	The window during which this configuration is effective.
Time Zone Offset (minutes)	Offset from UTC for datetime fields (e.g. `180` for UTC+3).

Each field uses a picker - choose the lookup arrow to select from the actual fields of the source table. The captions next to each field confirm your selection.

Options

Field	Effect
Allow Goal % Override	Lets users manually override the calculated goal percentage.
Override Requires Approval	When override is allowed, requires approval before it takes effect.
Posting Requires Approval	The result must be approved before action plans can be posted.

Once the source and period are set, define the building blocks: targets, goals, filters & actions.

Getting Started

Configuration

Using the Extension

Create a Target Configuration

Create a Target Configuration

Open a new card

General

Setup

Options

​Create a Target Configuration

​Open a new card

​General

​Setup

​Options

Create a Target Configuration

Open a new card

General

Setup

Options