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Targets
Set monthly or quarterly field-work targets and follow progress calculated from visits, approved orders and confirmed payments.
Enable the Targets add-on. People with Set targets assign targets within their permitted scope; managers set them for direct reports and cannot set their own targets. Sales and collection measures also require the corresponding add-ons.
Set a period's targets
- Open Targets → Set targets.
- Choose Monthly or Quarterly, the period and the measure. You can set the current period and up to a year ahead.
- Enter each person's value, or use Copy to fill empty rows from the previous period.
- Choose Save targets. Employees receive a notification when their targets change.
Empty rows leave existing values unchanged. Monthly and quarterly targets are independent. Count targets use whole numbers; money targets use the organization's currency.
After a period starts, changing a target requires a reason and keeps its change history. Remove targets only before their period starts. Ended periods cannot be edited.
Understand what counts
| Measure | Records counted |
|---|---|
| Completed visits | Visits checked out as completed within the period. |
| Customers visited | Different customers with a completed visit. |
| Approved order value or count | Orders approved within the period; requires Sales Orders. |
| Payments collected | Confirmed payments, counted by collection date; requires Payment Collections. |
Progress updates from work records without manual achievement entries. Orders count when approved. A payment confirmed later can increase an earlier period's result; a voided payment stops counting. Disabling a contributing module hides its measures from new target setup and stops progress for existing targets using them.
Follow progress
Employees open My workspace → My targets on the web or Work → My targets on mobile. On track and Behind compare achievement with elapsed time; Achieved means the goal has been reached, and Missed means the period ended below target.
Managers use Targets to filter by period, measure, department or person, then open a target to inspect contributing records. A record outside your access may appear without an opening link. Authorized users can export visible targets and progress as CSV.