Targets

The Targets tab is where you upload goal data for a Data Bucket. Targets define what each member or company should achieve for each Category Key—the same keys you configure on the Builder tab.

Upload targets before importing progress data on the Data tab. Without targets, the Data tab blocks new uploads.

Overview

From Targets inside a bucket you can:

• Upload a CSV of goal values per participant and Category Key
• Map spreadsheet columns to Account Key and each Category Key
• Review matched vs unmatched rows before importing
• Replace the previous targets file with each successful upload
• Download the current targets file or preview uploaded values in a table

Where to find it

• Open a bucket: Data → Data Buckets → select a bucket
• Tab: Targets
• Route: /databuckets/{programId}/databucket/{databucketId}

Prerequisites

• Admin role and an open Data Bucket
• At least one Category Key added on Builder — keys without data can still be added to your CSV mapping once they exist on the bucket
• Members or Companies on file with Data Keys matching your CSV Account Key column (depending on bucket Data Type)

CSV structure

Each targets row represents one participant. Required mapping:

Your CSV can include extra columns; only mapped fields are imported.

Example header row (member bucket):

Account Key,Q1_Sales,Q2_Sales,Warranty
DEALER001,50000,55000,120
DEALER002,42000,48000,95

Category column names must correspond to Category Keys on Builder (Q1_Sales, etc.).

Step-by-step

Upload new targets

1. Open the bucket → Targets tab.
2. Click Upload New Targets.
3. Step 1 — Select CSV: drag-and-drop or browse for your file. Preview the parsed rows.
4. Step 2 — Map Data Bucket to CSV:
   • Map Account Key to the column that holds participant identifiers (employee ID, dealer code, etc.).
   • Map each Category Key to the matching goal column.
   • Click Edit Map to change mappings; Save when done.
   • Required fields show an asterisk (*).
5. Step 3 — Import Targets: review the summary:
   • File name and record count
   • Records matched to members/companies on file
   • Records not matched (if any)—download unmatched records to fix Data Keys and re-upload
6. Click Proceed with import.

On success, Last Targets Uploaded shows the file name, upload date, and a preview table. The alert on step 1 noted that this file replaces all targets from the previous import.

Review current targets

When targets exist:

• Click the file name link to download the stored CSV
• Scroll the preview table to verify values per Account Key and Category Key

Update targets later

Upload again with Upload New Targets. The new file fully replaces the prior targets upload—it does not merge with the old file. Plan full-file replacements when goals change mid-period.

Progress data on the Data tab is separate; replacing targets does not delete actual imports, but Difference and Percentage columns recalculate after you Save Data Bucket.

Matching and unmatched rows

Matching compares CSV Account Key values to:

Only matched rows import. Unmatched rows are omitted from the bucket but listed in the step 3 summary so you can correct keys in Members or Companies and re-upload.

Tips and limitations

• Category Keys first — Add keys on Builder before building your CSV so mapping lists every category.
• Full replace — Each targets import overwrites the previous targets file entirely.
• Plain-text Account Keys in storage — Keys are stored as uploaded so they align with participant Data Keys for matching.
• Locked Category Keys — After targets or data exist for a key, you cannot delete that key from Builder until related imports are cleared.
• Then import data — Continue to Data imports for progress/actual files.
• Save after changes — Target uploads update stored target data immediately, but linked apps and point calculations refresh when you Save Data Bucket on the main footer.

Related

• Data Buckets — Bucket setup and Builder tab
• Data imports — Progress/actual CSV uploads (after targets)
• Target Points Rules — Points based on Target vs Actual
• Members — Member Data Keys
• Companies — Company Data Keys