Set Target Value

Step 2 of Multi-Dimensional Target Management Process: Setting Target Values

I. Target Value Operations

1.1 Business Scenario Example - Employee Assessment

Configure target values for the “Employee Order Performance” target rule. For target rule configuration details, refer to Configure Target Rules (Scenario 1).

1. Menu Navigation: Targets
   • Note: Only users with “View List” permission for target values can access this menu.
   • Select the target rule in “Target Rules” and click to enter the “Target Value Configuration” page.

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1. Target Value Configuration:
   • The system auto-generates empty target values (no manual creation needed).
   • Supports batch row/column editing or single-cell edits.
   • Quarterly values auto-summarize monthly targets; annual values auto-summarize quarterly targets.
   • Quickly apply aggregated targets as department targets (avoids manual entry for equal values).
   • Delete targets for “Inactive” employees (department targets remain unaffected).

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1. Target Value Import:
   • Bulk Add: Download template → Set values in Excel → Upload.
   • Partial Update: Export existing data → Modify → Re-import (empty cells will overwrite existing values).

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1. Additional Features:
   • Lock: CRM admins/target admins can lock values to prevent edits by regular users.
   • Export: Download target values.
   • Audit Log: Track changes for dispute resolution.
   • View Rules: Check configured target rule details.

1.2 Business Scenario Example - Account Assessment

Configure target values for the “Account Sales Volume” target rule. Refer to Configure Target Rules (Scenario 2).

1. Menu Navigation: Targets
   • Same visibility rules as Scenario 1.

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1. Target Value Configuration (for fewer accounts):
   • Batch create targets by selecting accounts (limited to user’s data permissions).
   • Edit rows/columns/cells individually.
   • Auto-summarize monthly→quarterly→annual; filter by fiscal year or account name.

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1. Target Value Import (for large account volumes):
   • New Import:
     • Unique ID: Required if account names are duplicated (use exported Account IDs).
     • Primary Attribute: Uses account names (skips duplicates).
   • Update Import:
     1. Pre-select accounts via “New”.
     2. Download pre-filled template → Modify → Re-import.
        - Primary Attribute = Target Rule + Fiscal Year + Account Name.

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Import Template:
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1.3 Business Scenario Example - Product Assessment

Configuration logic mirrors Account Assessment.
- Scenario 3: Refer to Configure Target Rules.
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- Scenario 5:
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1.4 Business Scenario Example - Partner Assessment

Configuration logic mirrors Account Assessment.
- Scenario 4:
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II. Target Value Permissions

Refer to Multi-Dimensional Target Management Permissions for details.

2.1 Operational Permissions

#### 2.1.1 Edit
- Target Admins (default role) or Regular Users (if rule allows “Personal Target Modification”):
- No Edit Permission: Users cannot edit regardless of rule settings.
- With Edit Permission:
- Allowed: Users edit own targets; managers edit subordinates/department targets (including shared “Account” targets).
- Not Allowed: Users cannot edit own targets (managers can edit subordinates’/department targets).

2.1.2 Import/Export

Controlled via role permissions for “Target Values”.

2.1.3 Menu Access

Requires “View” permission for “Target Values”.

2.2 Data Permissions

#### 2.2.1 Visibility Scope
Determined by data permissions for:
- Accounts: Visible in account list → Target values visible.
- Products/Partners: Same logic as accounts.
- Employees: Includes shared “Account” data (e.g., grant sales team targets to non-sales users via sharing).

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2.2.2 Visible Target Rules

Rules where user/department is in scope and user has data permissions for related objects.

III. Target Admin Role

• Frontend: Access all target rules/values (for centralized management).
  
• Backend: Add “Target Rules” permission via Role Management → Admin Permissions.
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