Clone a target

You may wish to create a duplicate target and have all the records from the original target transfer to the new one.

This is useful where you want to maintain a record of targets each year or each KPI period and want your employees to edit the target lists for the period rather than start from new.

Click to select the target or value indicator that you wish to clone.

Target clone1

The target indicator will switch from blue to yellow and the target actions will become available. On the Actions tab, click Clone Target. In the Clone Target box, click in the Name field and type a name for the new target.

Target clone

Click OK to confirm.

The new target will be created, together with its values and the target flags will be set on the same customer, location or account records as the original target.

The new target will be available for reporting and Data Explorer searches immediately.