Add Targets for Forms

To add targets for forms, 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:
    lFieldDescription
    Name Enter a unique name to identify the target (e.g., "Q1 Sales Goal").
    Description Enter additional information about the target.
    Target Type By default, it is set to Absolute. This means you are setting a fixed value to achieve (like 100 sales or ₹1,00,000 revenue).
    Enable Fiscal Calendar Check this box if you want to define the target based on a fiscal calendar instead of a regular date range.
    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 when a fiscal calendar is selected. Choose a quarter (Q1, Q2, Q3, or Q4) to define the target.
    Period Appears only if fiscal calendar is disabled. Select the time interval for the target.

    • Daily: Set targets for each day between Start and End Dates. (e.g., Submit 5 forms daily.)

    • Weekly: Set targets for each week between Start and End Dates. (e.g., Achieve ₹10,000 weekly.)

    • Monthly: Set monthly targets. (e.g., Collect 100 survey responses monthly.)

    • Quarterly: Set quarterly targets. (e.g., Generate ₹1,00,000 per quarter.)

    • Yearly: Set an overall yearly target. (e.g., Acquire 500 customers in a year.)

    • Custom: Define a target for a custom duration. (e.g., 45-day promotional target.)
    Start Date

    Select the starting date of the target tracking.
    End Date

    Select the ending date of the target period.
    Target Value Enter the numeric goal to achieve (e.g., 100 submissions, ₹50,000 in sales).
    Target Relates To Select Forms to base the target on submitted form data.
    Calculated As
    Choose how the target should be calculated:
    • Sum: Calculates the total of a numeric field. (e.g., Revenue amount)
    • Count: Counts form submissions matching a specific condition. (e.g., Number of Approved requests)
    Select Form Select the form template that contains the data you want to monitor.
    Form Fields
    • If Sum is selected: Choose a numeric field to calculate the total (e.g., "Amount").
    • If Count is selected: Choose a field and define a filter condition like "Amount > 1000", "Status = Approved", etc. Only submissions that match the condition are counted.
  4. After defining the target, click Next to define the target assignment.
  5. In the Target Assignment section, fill in the following fields:
    FieldDescription
    Assign Target To

    Select how you want to assign the target based on your requirement:

    • Individual: Select this option to assign the target to a single employee.
    • Team Members: Select this option to assign the target to multiple employees based on specific filters.

    Target Value

    		 Displays the defined target value.
  6. If you select the Individual option, fill in the following fields:
    FieldDescription

    Name

    Select an employee from the dropdown.

    Target Breakup

    Enter the target breakup (the specific target value assigned to that employee).
  7. If you select the Team Members option, provide the following:
    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 one or more items based on the selected filter.

    Name

    All the filtered employees are displayed under this column.

    Target Breakup

    Enter the target breakup (the specific target value assigned to each employee).
  8. After defining the assignment criteria, click Save to save the configuration.