- What is this feature for
- Creating an objective
- Adding an existing goal
- Envolving the objective’s target
- Launching a value in an objective
What is this feature for
The objectives are also a way to measure a specific matter result. But, differently from the KPIs, the objectives have a specific time to start and end.
Creating an objective
Go on the Individual Performance and click on Results Program. After that, be sure that you are on the Result Program that wishes.
In case you don’t, on the upper left corner, select the plan you want. After, go on the period you want and click on .
On the modal, select the Add Objective option. Fill the Objective’s Name, the Objective’s Period that it will work, The Responsible, Initial Value and Target. Only the Name’s field is required.
The Initial Value is the value of your objective a moment before its creation.
For Example: On the “Increase 20% of the last year’s revenue”, if the last year’s revenue was $1000 then the initial value is $1000.
Observe that, when selecting one or more existing objectives, a link with the selected objectives is enabled in the lower left corner of the objective adding interface, to make it easier to view the selected items before they are added.
Adding an existing goal
Go to the panel you want to add an existing objective to and click on the icon.
In the modal that opens, select the Add Existing option, in the 3 points next to the Create Objective button. Existing objectives will be listed and displayed based on their Responsible, Period and Description.
Only the person responsible or creator of the objective can find it in the list during addition to a Panel.
I want to add to the User Panel the existing objective called “Increase net revenue”.
Envolving the objective’s target
After defining the objective’s details, you can envolve its target. The Target Evolution helps when you have a non-linear target.
By standard, the targets are calculated automatically. The calculation is done with the target division by the number of months that the objective has.
To make a manual calculation, go on Target Evolution and, on the right corner, click on Detailing Manually.
You can put the value you wish in each month. The value that is showed on the automatic calculation is the Accumulated of the goals on the objective’s period.
Based on this calculation, the objective’s target value will always be the last month value, wether is manual or automatic.
Defining a value in an objective
Go on Individual Performance and click on Result Program. After that, go on the objective you want and click on it. On the superior part, click on the Update Objective.
A modal will open, by clicking on the month you wish, the target will be showed bellow the month field.
By clicking on the “i” icon, it is possible to see the performance percentage, the superior chart shows the total target performance.