⚠️ Limited Release:
This article describes a new version of Targets available to selected clients. Other accounts will continue to use the existing Targets setup.
Target Overview
The Targets Overview page gives you a complete view of all existing targets at your current level. From here, you can search, filter, and manage target hierarchies, as well as create new ones.
This is the interface you see when opening the new Targets Overview page. It’s available at the Parent, Subsidiary, and Plan levels. Here, you can view, filter, and search existing targets, and create new target hierarchies (at the Parent and Subsidiary levels only).
Create a new target hierarchy
Filter existing target hierarchies by date
Search existing target hierarchies by name
Toggle to hide or unhide plan targets
Existing target hierarchies listing
Clicking anywhere on the hierarchy entry takes you into the edit hierarchy UI for the existing Target Hierarchy
The Info available to be viewed per hierarchy listing
Name
Period
Hierarchy Levels
Pacing
Description
Delete or Edit an existing target hierarchy. The 3 dots icon
opens a sub-menu which allows you to take action on an existing hierarchy.
The Edit target here refers to editing the set-up of the target, not the data within a target
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