Configure person level targets (v2)

Person level targets are only available from the Teams module on a the child node. Person level targets are personal targets configured for an individual within a team. The configuration options depend if the target type is a scalar or timeseries target.

Before you begin

• Create a bottom up or a top down target.

• Distribute down or roll up a target.

Access person level targets

1. Go to Teams > Manage Team Targets.

2. From the Node menu, select a child node.

3. Find the target you want to configure.

4. Click the menu ⋮ > Target Details.

5. From the Targets section, expand the Bottom Up or Top Down targets.

Edit personal target details on timeseries targets

Edit target details for personal timeseries and scalar type targets.

1. From the Targets section, find the individual you want to configure a personal target for.

2. Click the menu ⋮ > Edit Target Details.

3. On the Edit personal target window, edit the following sections as needed:

   Goal (optional)

   1. Drag and drop metrics or add formula equations into the equation field to set your target goal.

   Schedule (optional)

   1. Click Add Schedule and select a template.

   2. Adjust the template amounts as needed.

   Adjustments (optional)

   1. Click Add Adjustment.

   2. Select Ramp Profile or Manual Adjustment.

   3. Adjust the currency or percentage amount for each month.

   4. Repeat to add as many adjustments as needed.

4. Click Next.

5. Optional. If you want the changes to take place in the future, select the checkbox for Apply changes effective from and select a month from the dropdown.

6. Type OVERWRITE.

7. Click Confirm.

Edit personal target details on scalar targets

1. From the Targets section, find the individual you want to configure a personal target for.

2. Click the menu ⋮ > Edit Target Details.

3. On the Edit personal target window, edit the following sections as needed:

   Goal (optional)

   1. Drag and drop metrics or add formula equations into the equation field to set your target goal.

   2. Optional. Click Copy formula from parent to copy the formula for the Goal in the parent node.

   Time Frame (optional)

   When an individual joins or leaves a team mid-cycle, their personal target may not span the full target period. Edit the time frame on a personal scalar target to align the target's start and end dates with the individuals actual coverage period. For example, adjust the personal target time frame to start when a new hire begins or end-date a target when an individual transfers to another team.

   1. Change the date in the Start Date or End Date fields.

4. Click Next.

5. Type OVERWRITE.

6. Click Confirm.

Add personal target relief

Adjust or reduce targets for an individual to incentivize sales representatives on scalar and timeseries target types.

1. Click the menu ⋮ > Relief.

2. Click Add.

3. In the Description field, type a description for the target relief.

4. Complete the relief as follows:

   • For scalar targets: In the Total column, type the amount you want to exclude from the target total.

   • For timeseries targets: In each month, type the amount you want to exclude from the target for that month.

5. Click Confirm.

6. Click Close.

Bulk adjust personal targets

Edit personal targets for multiple individuals simultaneously.

1. From the Targets section, select one or more individuals.

2. Click Bulk Adjust Targets.

3. Next to the (%) or (value) click Edit.

4. Adjust the percentages or values as needed.

5. Click Confirm.