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Setting up Goals

Once you create KPIs for your company, you can set goals for sales reps and stores.

Note:  Goal setting is optional if you do not view KPI gauges and scorecards, and base your commission rules on KPI value and not KPI goal.

Goal and KPI Utilization

KPI Gauge

Employee Scorecard

Column

Column Full Name

Column Description

Column Formula

KPI Name

KPI Name

Name of the KPI.

 

Employee Name

Employee Name

Salesperson for whom the KPI is tracked.

 

Home Store

Home Store

Employee home store in Wireless Standard.

 

Actual

Actual

Current value of KPI month to date.

 

Trend

Trend

The current actual value of the KPI projected out to the end of the period.

[Actual] * [number of days in the month] / [number of days that have passed in the month]

Goal

Goal

KPI goal as configured in KPI Goals page.

 

Actual RTG

Actual Rate to Goal

Actual rate to goal.

[Actual] / [Goal] * 100% 

Trend RTG

Trend Rate to Goal

Trend rate to goal.

[Trend] / [Goal] * 100%

Status

Status

KPI status corresponds the Trend value on the Red/Amber/Green colored scale of the KPI gauge.

 

Rank

Rank

Ranks each employee within a KPI by a value in Trend RTG column. If values are the same for multiple employees, the same rank is displayed.

 

Division

Division

Employee home store's division in Wireless Standard.

 

Region

Region

Employee home store's region in Wireless Standard.

 

District

District

Employee home store's district in Wireless Standard.

 

 

Location Scorecard

Location Name

Location Name

Store for which the KPI is tracked.

 

Actual

Actual

Current value of KPI month to date.

 

Trend

Trend

The current actual value of the KPI projected out to the end of the period.

[Actual] * [number of days in the month] / [number of days that have passed in the month]

Goal

Goal

KPI goal as configured in KPI Goals page.

 

Actual RTG

Actual Rate to Goal

Actual rate to goal.

[Actual] / [Goal] * 100% 

Trend RTG

Trend Rate to Goal

Trend rate to goal.

[Trend] / [Goal] * 100%

Status

Status

KPI status corresponds the Trend value on the Red/Amber/Green colored scale of the KPI gauge.

 

Rank

Rank

Ranks each employee within a KPI by a value in Trend RTG column. If values are the same for multiple employees, the same rank is displayed.

 

Division

Division

Store's division in Wireless Standard.

 

Region

Region

Store's region in Wireless Standard.

 

District

District

Store's district in Wireless Standard.

 
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