Add Targets for Entities

To add targets for custom entities, follow the steps below:

  1. Go to Web App > Navigation Menu > Target VS Achievements.
  2. In the Employee Targets page, click Add Targets.
  3. In the Target Definition section, fill in the following fields:
    FieldDescription
    Name Enter a unique name for the entity target.
    Description Provide additional information about the entity target.
    Target Type Default is Absolute.
    Enable Fiscal Calendar Enable this option to define targets based on a fiscal calendar instead of standard dates.
    Fiscal Calendar
    This dropdown displays a list of fiscal calendars that have been created in the Settings module. Select a fiscal year for which you want to define targets.
    Note: If no fiscal calendars are available, create one first. For instructions, refer to Create a Fiscal Calendar.
    Select Quarter Appears if a fiscal calendar is selected. Choose Q1, Q2, Q3, or Q4.
    Period Select the target period:
    • Daily: Track daily goals.
    • Weekly: Track weekly goals.
    • Monthly: Track monthly achievements.
    • Quarterly: Monitor quarterly progress.
    • Yearly: Measure yearly outcomes.
    • Custom: Set a custom range for special projects.
    Start Date Specify the start date for tracking the entity target.
    End Date Specify the end date for the entity target period.
    Target Value Enter the numeric goal for the entity.
    Target Relates To Select Custom Entities to link the target to custom entity records.
    Calculated As Select:
    • Sum: Total value from a numeric field.
    • Count: Number of entity records.
    Select Custom Entity Select a custom entity from the dropdown list on which you want to define the target.
    Custom Entity Fields Select a numeric field from the selected custom entity to define the target.
  4. Click Next to move to target assignment.
  5. In the Target Assignment section, fill in the following fields:
    FieldDescription
    Assign Target To Select Individual or Team Members for assignment.
    Target Value Displays the predefined target value for the custom entity.
  6. If you select Individual, fill in the following:
    FieldDescription
    Name Select an employee from the dropdown.
    Target Breakup Enter the specific portion of the target assigned to the individual.
  7. If you select Team Members, configure filters:
    FieldDescription
    Filter By
    Filter employees using one of the following options:

    • Role

      Filter employees based on their assigned job roles.

      Example: All Sales Executives or Branch Managers.

    • Branch

      Filter employees who are working in a specific office branch.

      Example: All employees from the Mumbai branch.

    • Territory

      Filter employees based on geographical regions or sales territories.

      Example: All employees managing the South Zone territory.

    • Groups

      Filter employees who are part of a predefined employee group.

      Example: All members of the "Retail Sales Team."

    • Direct Reportees

      Filter employees who report directly to a selected manager.

      Example: All team members reporting to the Regional Manager.
    Select Items Select specific employees based on filter criteria.
    Name Filtered employee list appears here.
    Target Breakup Specify the target value assigned to each employee.
  8. After finalizing assignments, click Save to complete the target setup.