# 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

1. Open **Targets → Set targets**.
2. Choose **Monthly** or **Quarterly**, the period and the measure. You can set the current period and up to a year ahead.
3. Enter each person's value, or use **Copy** to fill empty rows from the previous period.
4. 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.