Definition and Related Concepts of Target Analysis

1. SMART Target Management Methodology

1. S - Specific
2. M - Measurable
3. A - Attainable
4. R - Relevant
5. T - Time-bound

2. ShareCRM Target Management Process

1. Configure target rules: Define evaluation dimensions (Departments/individuals, Accounts, Products, Partners), evaluation metrics, fiscal year, and evaluation cycles, corresponding to the S, R, and T principles in the SMART methodology.
2. Set target values: Establish achievable target values, aligning with the A principle in SMART.
3. Performance analysis: Configure customizable Charts to measure target achievement, corresponding to the M principle in SMART.

3. System Implementation Guide

After establishing your target management strategy, follow these steps in the system:

1. CRM administrators should navigate to Management > Business Rule Management > Target Rules to create new rules. Define evaluation objects, dimensions, metrics, fiscal year, cycles, and scope. Enable the rules when finalized. See Configure Target Rules.
2. Employees can set target values under the Targets menu, either individually or through Target Administrators. Note: Disabled rules won’t appear here. See Set Target Values.
3. Employees can analyze performance using preset Dashboards: Individual Target Achievement, Account Target Achievement, and Product Target Achievement, or configure custom Charts as needed. See Target Performance Analysis.

Note: For multi-dimensional target management, refer to Multi-dimensional Target Management.