Setting Vendor Revenue Goals

App path -> Setup → Vendor Revenue Goals

How to set up your revenue goals

1. Select the Vendor Account from the dropdown at the top left.

2. Use the year navigation (« 2026 ») to select the year you want to plan for.

3. Enter your target values for each month directly in the table — or use the download/upload workflow for bulk editing (see below).

4. Click the edit icon on a row to enter values inline, or download the table, fill it in, and re-upload.

What you can plan

The table covers the following metrics per month:

• Net Received Revenue Manufacturing — your net received revenue target for manufacturing accounts

• Net Received Revenue Sourcing — your net received revenue target for sourcing accounts

• Ordered Revenue — your ordered revenue target

• Shipped Revenue Manufacturing — your shipped revenue target for manufacturing

• Shipped Revenue Sourcing — your shipped revenue target for sourcing

• Shipped COGS Manufacturing — your cost of goods sold target for manufacturing

• Shipped COGS Sourcing — your cost of goods sold target for sourcing

• Conversion Rate % — your target conversion rate

Bulk editing via download/upload

Use the download button (top right) to export the goals table as a file. Fill in your target values, then re-upload the file using the upload button. Use the reset button to clear all values for the selected account and year.