The Targets page shows targets set for the Company, Teams, and Individuals. Administrators can view all targets, targets they’re managing, their scorecard, and their personal targets. Non-Administrators can view their scorecard and personal targets. Once Administrators set targets, everyone receives personalized scorecards that indicate their progress visually to keep them engaged and on-track.
Progress indicators provide an overview of target status at-a-glance and make it easy to identify targets in need of attention.
Motivator models the expected value for targets as linear progress from 0 to the target value over the target period. Target status is classified as follows:
Set Targets to focus users on key sales activities to meet your goals (e.g., lead creation, potential creation, etc.).
To set targets
To delete targets
By clicking the Peer Comparison icon ([#]) users can compare their performance against their peers. This can motivate users to step up their game and/or seek help when needed.
To gain further peer performance insights, you can click on the target to show the KPI trend chart, and then view By Employee. Based on this analysis you can pair higher performers with lower performers to create a team contest (with balanced teams) to foster teamwork and peer-coaching.
See Contests for more details on contest creation