Pipeline Targets are managed by first creating the relevant target period; defined by a start & end date. Values are typically captured at KPI Type level however this can be toggled in the event targets are managed at a higher level in the organisation. Only active targets will be available within reporting and to avoid ambiguity, there cannot be any overlap in active periods.



From here, depending on permissions granted to the user, targets for the period can be done top down and/or bottom up by selecting the relevant option in the target period row.