NOTE For general information on using imports, see Imports FAQ.
The following table lists the format for importing a record in Goal Import.
|
Column |
Position |
Field |
Maximum Length |
Format |
Required |
Description |
|
A |
1 |
Goal ID |
12 |
Character |
Yes |
Enter a unique code for the goal. A single goal ID can be used for one or more goal records based on category/product/customer and sales representative. This is designed to ease the tracking of sales. |
|
B |
2 |
Goal Description |
30 |
Character |
Yes |
Enter a description of the goal. |
|
C |
3 |
Goal Type |
10 |
Character |
Yes |
Enter one of the following goal types:
This will set the goals by month in the type selected. |
|
D |
4 |
Goal Year |
4 |
YYYY |
Yes |
Enter the year for which goals will be defined (2020, 2021, etc.). |
|
E |
5 |
Product Code |
40 |
Character |
No |
Enter the product code if the goal is to be set by product. |
|
F |
6 |
Product Category |
8 |
Character |
No |
Enter the product’s category if the goal is to be set by category. |
|
G |
7 |
Product Subcategory |
12 |
Character |
No |
Enter a product subcategory for the goal's product category, if one exists. |
|
H |
8 |
Customer Code |
12 |
Character |
No |
Enter a customer code if the goal is to be set for a specific customer. |
|
I |
9 |
Sales Representative |
12 |
Character |
No |
Enter the sales representative for the customer, product, or category if the goal will be tracked by sales representative. |
|
J |
10 |
Period 1 Quantity/Amount |
13 |
>>,>>>,>>9.99 |
No |
Based on the goal type selected, enter a value for units, amount, or placements. |
|
K |
11 |
Period 2 Quantity/Amount |
13 |
>>,>>>,>>9.99 |
No |
Based on the goal type selected, enter a value for units, amount, or placements. |
|
L |
12 |
Period 3 Quantity/Amount |
13 |
>>,>>>,>>9.99 |
No |
Based on the goal type selected, enter a value for units, amount, or placements. |
|
M |
13 |
Period 4 Quantity/Amount |
13 |
>>,>>>,>>9.99 |
No |
Based on the goal type selected, enter a value for units, amount, or placements. |
|
N |
14 |
Period 5 Quantity/Amount |
13 |
>>,>>>,>>9.99 |
No |
Based on the goal type selected, enter a value for units, amount, or placements. |
|
O |
15 |
Period 6 Quantity/Amount |
13 |
>>,>>>,>>9.99 |
No |
Based on the goal type selected, enter a value for units, amount, or placements. |
|
P |
16 |
Period 7 Quantity/Amount |
13 |
>>,>>>,>>9.99 |
No |
Based on the goal type selected, enter a value for units, amount, or placements. |
|
Q |
17 |
Period 8 Quantity/Amount |
13 |
>>,>>>,>>9.99 |
No |
Based on the goal type selected, enter a value for units, amount, or placements. |
|
R |
18 |
Period 9 Quantity/Amount |
13 |
>>,>>>,>>9.99 |
No |
Based on the goal type selected, enter a value for units, amount, or placements. |
|
S |
19 |
Period 10 Quantity/Amount |
13 |
>>,>>>,>>9.99 |
No |
Based on the goal type selected, enter a value for units, amount, or placements. |
|
T |
20 |
Period 11 Quantity/Amount |
13 |
>>,>>>,>>9.99 |
No |
Based on the goal type selected, enter a value for units, amount, or placements. |
|
U |
21 |
Period 12 Quantity/Amount |
13 |
>>,>>>,>>9.99 |
No |
Based on the goal type selected, enter a value for units, amount, or placements. |
|
V |
22 |
Period 13 Quantity/Amount |
13 |
>>,>>>,>>9.99 |
No |
Based on the goal type selected, enter a value for units, amount, or placements. |
|
W |
23 |
Sales Location |
3 |
Character |
No |
Enter a sales location for the goal. This field is informational only. |
Goals may be defined for a combination of goal levels. You must enter in either category (and subcategory, if valid), product, or customer. A sales representative should be assigned to provide an association between the product, category, or customer.
There must be a record of blank space(s) at the end of an import file.