Working With Targets

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Accessing Target Maintenance

Creating and maintaining your Target items and figures is done from the Target Maintenance window.

 

To access Target Maintenance:

 

Click Targets in the Maintenance section in the left-hand panel:

 

MaintenancePanel50pc.gif

 

Note: Target Maintenance is only accessible/visible to users with a User Group privilege level of 7 or more.

Understanding Target Maintenance

The Target Maintenance window is displayed when you access Target Maintenance. Initially only two options are available:

 

TMTMWindow.gif

Target Maintenance: Main Buttons And Menus

The full range of Target Maintenance options are available once you have selected a Target Set:

 

TMWindowAll.gif

 

Note: For further details see Viewing Target Figures In Target Maintenance.

 

The following buttons and menus are available for selecting/viewing, setting up and editing a Target Set, and other general Target Set functions:

 

Button/Menu

Click to...

 

Target Sets

 

Select the Target Set you wish to work with.

 

Total

 

View a total for the whole Target Set; i.e. an aggregate of Target figures at the lowest level of the Target Set for all items defined in the Target Set.

 

Note: Click Search to return to viewing individual Target values; i.e. Target figures for each individual value at the bottom level of the Target Set (based on the selected Target Set level menu path, if it is a multi-level Target Set).

Add Set

 

Create a new Target Set. See Creating Targets.

 

Edit Set

 

Edit Target Set options, including:

  • the Statistic(s) to enter Target figures for. (You may select one statistic, or as many as you wish);

  • the name of the Target Set; and

  • Balancing Target options: your Target Balance Identifier (in the Item field) and whether the Balancing Target feature is switched on (Always Active field).

See Editing Target Set Options.

 

Note: You may not edit the Drilldown Levels fields once the Target Set has been created.

Delete Set

 

Delete the selected Target Set. See Deleting A Target Set.

 

Copy

 

Copy all Target Set items and figures (for all or selected years):

  • from one Target Set to another, or

  • from one year to another within the same Target Set.

 

See Copying Target Set Figures.

 

Modify

 

Update - or generate - Target figures for the Target items within a selected Target Set, for a selected year. The following options are available:

  • By Sales History: This method takes a selected year's sales history figures and uses it to generate Target figures for items defined at the lowest level of the Target Set (with additional options).

  • By User Defined Categories: This method enables you to generate Target figures for companies defined at the lowest level of the Target Set, by multiplying figures taken from Company User Defined fields (a 'number' field such as 'Number of employees' plus a 'spend' type field such as 'Employee spend').

  • By Multiplying Existing Targets: This method automatically generates Target figures for items defined at the lowest level of the Target Set, by multiplying existing Target figures by a defined percentage.

Note: You may use the first two methods to generate Targets for the first time.

 

See Modifying And Generating Target Set Figures.

 

Year

 

Select the year to display (or add/edit) Target Set items and figures for.

 

Add Year

 

Add a new Year to the Target Set. See Adding And Deleting Target Years.

 

Sales Year

 

Display actual sales values for the items at the lowest level of the Target Set (based on the selected Target Set level menu path, if it is a multi-level Target Set) for the selected Year. See Target View Options.

 

Average Daily

 

Check this field to view average daily Target figures (i.e. the total for the month/Period divided by the number of working days in that Period). Uncheck the field to return to the default month/Period view. See Target View Options.

 

Expected Values

 

Check (or uncheck) this field to show (or hide) Expected Total Targets in the lower part of the window when a Target Set is selected. See Showing/Hiding Expected Totals.

 

Note: Expected Values are used in Balancing Targets.

Delete Year

 

Delete the currently-selected Year - including all Target items and figures - from the Target Set. See Adding And Deleting Target Years.

 

 

Beneath the main toolbar buttons/menus, additional buttons/menus are available for defining and editing the various items at each Target Set level.

Target Maintenance: 'Level' Buttons And Menus

Target Sets can have up to five levels. The following Target Maintenance buttons allow you to perform functions on a specific level of the Target Set.

 

Top/Second/Third/Fourth Level Buttons And Menus

Multi-level Target Sets have levels marked Top Level, Second Level and so on:

 

TMTMWindowLevels.gif

 

The following buttons are available at each Target Set level marked Top, Second, Third or Fourth Level (i.e. each level except the 'lowest' level):

 

Button

Click to...

 

Total

 

View a total Target figure for the selected item at this level of the Target Set. See Viewing Target Sets With Multiple Levels.

 

Note: Click Search again to display individual Target items and figures.

Add

 

Add Target items to this level of the Target Set. See Defining Target Values In A Multi-Level Target Set.

 

Delete

 

Delete the Target item selected in the menu to the left. See Deleting Higher-Level Items In Multi-Level Target Sets.

 

Note: This will delete Target items and figures which have been defined at any lower level for this item in this Target Set.

 

Note: With multi-level Target Sets, the Target items visible at one level will be subject to selections in any higher-level menus.

 

'Lowest' Level Buttons And Items

The following buttons and menus are available at the lowest level of the Target Set, marked 'Search by':

 

TMTMWindowLowestLevel.gif

 

The following buttons are available for adding, saving, clearing, deleting and finding values at this level:

 

Note: Click Search to display Target values at the lowest level and enable the Add, Clear and Delete buttons. For details see Viewing Target Figures In Target Maintenance.

 

Button

Click to...

 

Search

 

Either:

  • When you first load the Target Set, or when no Target values are listed: Display all Target items and figures (for the selected Target Set level menu path, if it is a multi-level Target Set). See Viewing Target Figures In Target Maintenance.

Or:

  • When Target values are listed at the lowest level: Enter a search term in the 'search' field and click Search to display Target values which best match the search term (for the selected Target Set level menu path, if it is a multi-level Target Set). See Searching For Target Values.

Add

 

Add Target items (e.g. companies; products etc.) to this level using the relevant lookup screen (for the selected Target Set level menu path, if it is a multi-level Target Set). See Defining Target Set Values.

 

Save

 

Save the Target values and figures you have added to the Target Set. See Entering Target Figures.

 

Clear

 

Reset Target figures to zero for all items at this level. See Clearing Target Set Figures.

 

Note: This cannot be undone. This will clear Target figures only - the Target values at this Target Set level are not deleted.

Delete

 

Delete items you have selected at this level. See Deleting Items At The Lowest Target Set Level.

 

 

Note: If this Target Set has more than one level, the Target items visible at this level will be subject to selections in any higher-level menus.

 

For further details see Viewing Targets.

 

NEXT: Viewing Targets