Goal Completion Analysis

Step 3 of Multi-dimensional Goal Management Process: Goal Achievement Analysis

1. System-Preset Goal Achievement Dashboard Analysis

The system provides three preset dashboards for analyzing goal achievement under different evaluation criteria:

• Employee Goal Achievement: Filters only support goal rules with “Employee” as the evaluation object. When editing this dashboard, you can only add charts analyzing employee performance or non-goal-related statistics.
• Account Goal Achievement: Filters only support goal rules with “Account” as the evaluation object and “Account Name” as the evaluation dimension. Dashboard editing is limited to adding charts analyzing these specific rules.
• Product Goal Achievement: Filters only support goal rules with “Product” as the evaluation object and “Product Name” as the evaluation dimension. Only relevant charts can be added when editing this dashboard.

1.1 Employee Goal Achievement

• Access: Navigate to “Goal Achievement” > “Employee Goal Achievement”

  Global Filters: - Goal Rules: Select visible, active rules where the evaluation object is “Employee”. - Visibility scope: Rules applicable to me, my subordinates, my responsible departments, or rules where I have visibility to employee goal values. - Personnel: Filter by department or employee within the rule’s applicable scope. - Department filter logic: - Target value: Sum of values set at department level - Achievement value: Sum of values from employees in selected departments (including sub-departments) - Employee filter logic: - Target value: Sum of values assigned to selected employees - Achievement value: Sum of values from selected employees (including former employees under “Inactive Employees” tab) - Date Filter: Currently supports custom date ranges (fiscal year support coming soon). - Date filtering applies to the “Statistical Date” field defined in goal rules.

• Admin Actions: CRM and report administrators can modify the “Employee Goal Achievement” dashboard layout and charts in “Data Dashboards”. Note: Only employee-focused goal analysis charts can be added.

1.2 Account Goal Achievement

• Access: Navigate to “Goal Achievement” > “Account Goal Achievement”

  Global Filters: - Goal Rules: Select visible rules where evaluation object is “Account” and dimension is “Account Name”. - Visibility scope: Rules applicable to me, my subordinates, my responsible departments, or rules where I have visibility to account goal values. - Personnel: Filters apply to the “Primary Responsible Department” condition in account goal charts. - Target value: Sum of values set for accounts under selected departments - Achievement value: Sum of values from accounts under selected departments - Date Filter: Same logic as employee dashboard.

• Admin Actions: Administrators can customize this dashboard, but only account-focused charts can be added.

1.3 Product Goal Achievement

• Access: Navigate to “Goal Achievement” > “Product Goal Achievement”

  Global Filters: - Goal Rules: Select visible rules where evaluation object is “Product” and dimension is “Product Name”. - Visibility scope: Rules applicable to me, my subordinates, my responsible departments, or rules where I have visibility to product goal values. - Date Filter: Same logic as other dashboards.

• Admin Actions: Administrators can customize this dashboard, but only product-focused charts can be added.

2. Creating New Goal Analysis Charts

Different evaluation rules require analysis under different subjects:

Key differences: - Chart permissions follow subject permissions - Goal Analysis Subject only supports target/achievement metrics; other subjects allow combined analysis with additional metrics

2.1 Using System Templates

2.1.1 Employee Analysis Templates

• Analyze employee goal achievement under Employee or Goal subjects (uses primary department)
• For data ownership department analysis, use Department Subject with “Ownership Department” selected in goal rules
• Two preset templates under “Employee Performance Analysis” (employee-focused only)

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• Employee Subject charts enable combined analysis of goal values with other metrics

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• Four templates under “Goal Analysis” subject (employee-focused only)

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• Department Subject charts enable ownership department analysis

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2.1.2 Account Analysis Templates

• Six preset templates under “Account Analysis” (account-focused only)

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• Example 1: Analyzing target values, achievements, and completion rates by account

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• Example 2: Analyzing by account tier/level

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• Example 3: Dual-dimension analysis of completion rate trends

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2.1.3 Product Analysis Templates

• Six preset templates under “Product Analysis” (product-focused only)

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2.1.4 Custom Theme - Goal Analysis

• Supports analysis of non-standard evaluation dimensions (e.g., product category instead of product name)
• Example 4: Monthly completion rate trend by product category

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3. Goal Chart Capabilities Summary

• Date dimension supports YoY and MoM comparisons
• Metric calculations (e.g., completion rate = achievement/target)
• Combined analysis with other subject metrics
• Full dimension support for accounts, products, and partners
• Dual-dimension analysis with stacked charts and pivot tables
• Custom goal charts and dashboards