> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up a sale target type with sub-types

> Staying on top of your sales targets can be stressful. But if you define parameters and dimensions of your sales targets - managing your goals becomes much easier.

Staying on top of your sales targets can be stressful. But if you define parameters and dimensions of your sales targets - managing your goals becomes much easier.

By default, SuperOffice includes one target type: **All sales - Amount**. You can add custom target types based on sales data, company details, or user-defined fields.

## Requirements

You must have the functional right **Targets administrator** to add, edit, or delete target types.

<Note>
  To add target types, you need a **Sales Premium** license or the **Growth** plan and the **Sales Targets Unlimited** add-on, or the **Super** plan.
</Note>

## Available target types

A **target type** defines what you want to measure. You can choose from the following system-defined dimensions:

* All sales
* Sale type
* Sale source
* Sale credited
* Sale competitor
* Company category
* Company business
* Company country

You can also use your own user-defined fields, if they contain list values.

**Each dimension can only be used once to prevent duplicates.**

## Add a new target type

1. Click <i class="ph ph-list" aria-label="Main menu" /> and select **Targets**.

2. In the **Targets** screen, click **Add new target type** to define a custom sales dimension. You can also click <i class="ph ph-gear" aria-label="Gear" /> (**Configure target**) on an existing tab to edit it.

   ![Targets screen with Add new target type button -screenshot][img4]

3. Click **Target type** to select the dimension to track, such as **Sale source** or **Company category**.

   ![Target settings dialog for creating a new target type -screenshot][img1]

4. Click **Measurement unit** to choose how results are calculated:

   * **Amount:** Total value of sales
   * **Count:** Number of sales
   * **Profit:** Profit margin

   The options depend on the selected target type.

5. Under **Separate targets**, choose specific sub-types to track separately. The options depend on the selected target type.

   For Example, if the target type is **Category**, the sub-types are your company categories.

6. Select the checkbox **Available on company level and group level only** if this target type should not be available at the user level.

7. Click **Save**. The target type is added as a tab. You can now [add groups and users to your sales target][3].

## Remove a target type

To delete a target type:

1. Open **Target settings** from the relevant tab.
2. Click **Delete**.

<Danger>
  Deleting a target type permanently removes all related data for all years - previous, current, and future. You cannot delete the default type **All sales - Amount**.
</Danger>

## Tips and troubleshooting

* After saving, the target type and measurement unit cannot be changed. To adjust these settings, create a new target type and delete the old one.

* You can edit the **Separate targets** list and the **Available on company level and group level only** checkbox after saving.

  <Note>
    If you enable company/group-only availability after entering values on the user level, a warning appears. Saving this change will delete the user-level targets.
  </Note>

[3]: ./create

[img1]: /media/loc/en/sale/target-settings.png

[img4]: /media/loc/en/sale/add-new-target-type-button.png


## Related topics

- [Add groups and users to your sales target](/en/sale/learn/sales-targets/create.md)
- [Using sales targets in dashboard tiles](/en/dashboard/learn/show-sales-targets.md)