Setting targets: branch and personnel targets

The Targets screen is the period's branch × KPI target grid; target tracking, remaining KPI and commission calculation all rest on these targets. Targets are written to the selected period. Change the period from the top bar or with the "Previous period" and "Next period" buttons.

Branch targets #

1. Open Targets; the "Branch targets" tab is the grid.
2. Type into a cell or paste a block copied from Excel. Enter and the arrow keys move between cells and Esc restores the saved value. An empty cell deletes the target.
3. A value must be between 0 and 999,999,999 with at most two decimals. Invalid cells are marked.
4. Press Save (or Discard) in the "Changed cells" bar below. If you leave without saving you get a warning.

Importing from a file #

1. Choose Import from file and Download template; the period's grid comes filled with the saved targets.
2. Fill in the targets without changing the headers. .xlsx only, at most 5 MB.
3. Choose the file. The preview gives Branch rows, Cells to change, Unchanged and Errors.
4. If there are no errors, press Import. With errors, no target is written.

In the file a filled cell becomes the target and an empty cell changes nothing. To delete a target, use the grid.

Personnel targets #

On the "Personnel targets" tab, choose the branch and distribute its target among the personnel: type into a cell, paste a block, or use Distribute branch target evenly. The figure under a target shows the person's actual. The distributed total does not have to equal the branch target; a difference is shown only as a warning.

Who writes, who sees #

Targets of a closed period are read-only. If the template supports them, the grid also holds minimum targets and a strategic focus; only the Customer Admin chooses the focus KPI.

Next: Tracking targets.