Multi-Dimensional Goal Use Cases

Case 1: Assessor + Product — Upward Aggregation of Target Values

• Scenario: A software company sells suites and applications. Its sales team consists of multiple salespeople, each responsible for selling these Products. The company evaluates each salesperson’s Product sales within each month to maximize profit and grow market share.
• Scenario breakdown:
  • Business under assessment — Metric object: Sales Order - Order Products; Metric: Quantity
  • Who is assessed — Dimension objects: Person, Product; Dimensions: Employee Name, Product Line
  • Fiscal years and cadence — Fiscal years: 2023, 2024, 2025; Cadence: Monthly

Target Rule Setup — Basic Information

• Rule name: Sales by Product Line per Salesperson
• Reporting fiscal years: 2023, 2024, 2025
  • Select the fiscal years that the target rule covers. For this scenario choose 2023, 2024, 2025.
• Cadence: Monthly
  • Select the reporting cadence for the target rule: Annual, Quarterly, Monthly, or Weekly.
• Start month: January
  • Select the start month for the target rule.
• Description: Sales by product line per salesperson

Target Rule Setup — Rule Definition

• Metric object: Sales Order - Order Products
• Metric: Order Products.Quantity
  • Choose the business object to measure. In this scenario the metric is sales volume, mapped to the Quantity field on the Order Products object.
• Reference date: Sales Order.Order Date
  • After selecting the metric object and metric, choose the date field used for aggregation. This scenario uses the Order Date on the Sales Order to aggregate data.
• Dimension objects: select Person via Sales Order.Owner; select Products via Order Products.Product Name
• Dimensions: Person.Employee Name, Products.Product Line
  • Once metric and reference date are set, the system locates related dimension objects automatically. This scenario requires dimensions for salesperson and product line: Employee Name from the Person object (via Sales Order.Owner) and Product Line from the Products object (via Order Products.Product Name).

Target Rule Setup — Data Scope

• Data scope: Sales Order.Life Status equals Normal
  • After defining the target rule you can add filters. In this scenario filter Order Products where Life Status equals Normal.

Target Rule Setup — Applicable Departments

• Applicable Dept.: Operating Center
  • Finally, restrict the rule to the applicable Departments. This scenario evaluates only the Operating Center.

Target Values Configuration

• Add dimensions
  • Add Employee Name
  • Add Product Line
  • Click the plus icon next to a dimension on the Targets page to add specific dimension values (who to evaluate). In this scenario add Employee Name first, then add Product Lines under each employee.
• Set target values per cell
  • Set monthly target values at the finest granularity.
  • Use Auto Aggregate to roll up each employee’s Product Line targets into that employee’s subtotal.
  • Use Auto Aggregate to roll up monthly targets into annual totals.
  • Set the finest-grain targets (e.g., Wang Zhu for SFA product line and PaaS product line for each month). After entering those values, select the employee subtotal row (e.g., Wang Zhu (Subtotal)) and click Aggregate to sum the fine-grain values into the subtotal. For quarterly targets, select the whole quarter column and click Aggregate to sum that quarter’s months into the quarter total.

Target Analysis

• Analyze target attainment with Chart capabilities
  • Create a target attainment Chart by new Chart → Custom Theme → Target Analysis. Use Chart drill-down and detail view to analyze the data.

Case 2: Dept. + Person + Account — Top-down Quarterly Splitting of Targets

• Scenario: A manufacturer sells products to Retailers and Wholesalers. Sales reps are assigned specific Accounts. Corporate issues quarterly sales targets that must be decomposed down to departments and individual salespeople.
• Scenario breakdown:
  • Business under assessment — Metric object: Order Products; Metric: Quantity
  • Who is assessed — Dimension objects: Departments, Person, Account; Dimensions: Department Name, Employee Name, Account Name
  • Fiscal years and cadence — Fiscal years: 2023, 2024, 2025; Cadence: Quarterly

Target Rule Setup — Basic Information

• Rule name: Sales by Account per Salesperson
• Reporting fiscal years: 2023, 2024, 2025
  • Select the fiscal years for the rule. Choose 2023, 2024, 2025 for this scenario.
• Cadence: Quarterly
  • Select the reporting cadence: Annual, Quarterly, Monthly, or Weekly.
• Start month: Q1
  • Select the rule start period.
• Description: Sales by Account per Salesperson

Target Rule Setup — Rule Definition

• Metric object: Sales Order - Order Products
  • Metric: Order Products.Quantity
  • Choose the business object to measure. Here the metric is sales volume, mapped to Order Products.Quantity.
• Reference date: Sales Order.Order Date
  • After selecting metric object and metric, choose the date used for aggregation. This scenario uses Sales Order.Order Date.
• Dimension objects: select Person via Sales Order.Owner; select Dept. via Sales Order.Owner; select Account via Sales Order.Account Name
  • Dimensions: Dept.Department Name, Person.Employee Name, Account.Account Name
  • Once metric and reference date are set, the system finds related dimension objects. This scenario requires department, salesperson, and account dimensions: Department Name and Employee Name from objects related via Sales Order.Owner, and Account Name from the Account object via Sales Order.Account Name.

Target Rule Setup — Data Scope

• Data scope: Sales Order.Life Status equals Normal
  • Add filters after configuring the rule. This scenario filters Order Products with Life Status = Normal.

Target Rule Setup — Applicable Departments

• Applicable Dept.: Operating Center, North Region, East Region
  • Finally, select the Departments the rule applies to. This scenario applies to the Operating Center and its subregions North and East. If you don’t want dept. inheritance, toggle the top-right switch to disable cascading departments.

Target Values Configuration

• Add dimensions
  • Add Department Name
  • Add Employee Name
  • Add Account Name
  • Click the plus icon next to a dimension on the Targets page to add specific dimension values. In this scenario add Account Name, then Employee Name, then under each employee add their Accounts. Departments can be drilled down to view subordinate departments.

• Set target values per cell
  • Set annual targets.
  • Use Auto Split to distribute the annual target across quarters.
  • Use Auto Split to distribute a parent total into the finest-grain targets.
  • Workflow example: Set the total annual target and select the annual column; click Split by Cadence to distribute to each quarter. Then select the total row and split to the first dimension (Department Name) — this allocates the Operating Center total to its child departments. Drill down into the Operating Center and select its total row to split across its sub-departments (e.g., North Region, East Region). Next split department totals to employees, continuing until targets reach the finest granularity.

Target Analysis

• Analyze target attainment with Chart capabilities
  • Create a target attainment Chart by new Chart → Custom Theme → Target Analysis. Use Chart drill-down and detail view to analyze the data.

Case 3: Account + Product — Weighted Downward Splitting of Targets

• Scenario: A software company works with various distributors, including several large strategic Accounts. Corporate sets quarterly targets for selling a number of applications to these major Accounts. Each Account has a different weight in the total target.
• Scenario breakdown:
  • Business under assessment — Metric object: Order Products; Metric: Quantity
  • Who is assessed — Dimension objects: Account, Product; Dimensions: Account Name, Product Name
  • Fiscal years and cadence — Fiscal years: 2023, 2024, 2025; Cadence: Quarterly

Target Rule Setup — Basic Information

• Rule name: Sales by Product per Account
• Reporting fiscal years: 2023, 2024, 2025
  • Select fiscal years. For this scenario choose 2023, 2024, 2025.
  • Cadence: Quarterly
  • Select the reporting cadence: Annual, Quarterly, Monthly, or Weekly
  • Start month: Q1
  • Select the rule start period
• Description: Sales by Product per Account

Target Rule Setup — Rule Definition

• Metric object: Sales Order - Order Products
• Metrics: Order Products.Quantity, Order Products.Subtotal
  • Choose the business object and metrics. This scenario measures Quantity and Subtotal on Order Products.
• Reference date: Sales Order.Order Date
  • Choose the date field used for aggregation. This scenario uses Sales Order.Order Date.
• Dimension objects: select Account via Sales Order.Account Name
  • Select Products via Order Products.Product Name
• Dimensions: Account.Account Name, Products.Product Name
  • After metric and reference date selection, the system suggests related dimension objects. This scenario requires Account Name and Product Name dimensions.

Target Rule Setup — Data Scope

• Data scope: Sales Order.Life Status equals Normal
  • After rule configuration add filters. This scenario filters Order Products where Life Status = Normal.

Target Rule Setup — Applicable Departments

• Applicable Dept.: Operating Center
  • Finally, restrict the rule to Departments. This scenario applies only to the Operating Center.

Target Values Configuration

• Add dimensions
  • Add Account Name
  • Add Product Name
  • Click the plus icon next to a dimension on the Targets page to add dimension values. In this scenario add Account Name first, then add Product Names under each Account.
• Set target values per cell
  • Set annual targets for Quantity and Subtotal.
  • Use Weighted Split to distribute annual targets across quarters according to configured weights.
  • Use Weighted Split to distribute parent totals to the finest-grain targets.
  • Workflow example: Set the overall annual total, select the annual column and click Split by Cadence with weights to allocate to each quarter. Then select the total row and split by the first dimension (Account Name) using configured weights. Finally, for each Account subtotal row, automatically split to the second dimension (Product Name) according to each Account’s product weights.

Target Analysis

• Analyze target attainment with Chart capabilities
  • Create a target attainment Chart by new Chart → Custom Theme → Target Analysis. Use Chart drill-down and detail view to analyze the data.

Case 4: Dept. + Person — Top-down Quarterly Splitting of Targets

• Scenario: A manufacturing company focuses on core product sales and delivery. It needs to decompose annual corporate targets down to business Departments and individual roles to align departmental collaboration and personal execution with company strategy.
• Scenario breakdown:
  • Business under assessment — Metric object: Order Products; Metric: Quantity
  • Who is assessed — Dimension objects: Department, Person; Dimensions: Department Name, Employee Name
  • Fiscal years and cadence — Fiscal years: 2023, 2024, 2025; Cadence: Quarterly

Target Rule Setup — Basic Information

• Rule name: Departmental Employee Sales Performance
• Reporting fiscal years: 2023, 2024, 2025
  • Select fiscal years. For this scenario choose 2023, 2024, 2025.
• Cadence: Quarterly
  • Select the reporting cadence: Annual, Quarterly, Monthly, or Weekly.
• Start month: Q1
  • Select the rule start period.
• Description: Departmental employee sales performance

Target Rule Setup — Rule Definition

• Metric object: Sales Order - Order Products
  • Metric: Order Products.Quantity
  • Choose the business object to measure. The metric here is sales volume mapped to Order Products.Quantity.
• Reference date: Sales Order.Order Date
  • Choose the date for aggregation. This scenario uses Sales Order.Order Date.
• Dimension objects: select Person via Sales Order.Owner; select Dept. via Sales Order.Owner
  • Dimensions: Dept.Department Name, Person.Employee Name
  • After metric and date selection, the system locates related dimension objects. This scenario needs Department and Person dimensions: Department Name and Employee Name from objects related via Sales Order.Owner.

Target Rule Setup — Data Scope

• Data scope: Sales Order.Life Status equals Normal
  • Add filters after rule configuration. This scenario filters Order Products with Life Status = Normal.

Target Rule Setup — Applicable Departments

• Applicable Dept.: Operating Center, North Region, East Region
  • Select the Departments the rule applies to. This scenario applies to the Operating Center and its North and East Regions. Toggle the top-right switch to disable department cascading when you don’t want child departments to be included.

Target Values Configuration

• Add dimensions
  • Add Department Name
  • Add Employee Name
  • Click the plus icon next to a dimension on the Targets page to add specific dimension values to define who is assessed.

• Set target values per cell
  • Set annual targets.
  • Use Auto Split to distribute annual targets into quarters.
  • Use Auto Split to distribute parent totals to the finest-grain targets.
  • Workflow example: Set the annual total and select the annual column; click Split by Cadence to distribute to each quarter. Then select the total row and split to the first dimension (Department Name) to allocate to the Operating Center. Drill into the Operating Center and split its total to its child departments (e.g., North Region, East Region). Finally split department totals to employees and continue until targets reach the finest granularity.

Case 5: Person + Product

• Scenario: A software company evaluates Product Line sales monthly to maximize profit and market share growth.
• Scenario breakdown:
  • Business under assessment — Metric object: Order Products; Metric: Quantity
  • Who is assessed — Dimension object: Product; Dimension: Product Line
  • Fiscal years and cadence — Fiscal years: 2023, 2024, 2025; Cadence: Monthly

Target Rule Setup — Basic Information

• Rule name: Product Line Sales Targets
• Reporting fiscal years: 2023, 2024, 2025
  • Select fiscal years. For this scenario choose 2023, 2024, 2025.
• Cadence: Monthly
  • Select the reporting cadence: Annual, Quarterly, Monthly, or Weekly.
• Start month: January
  • Select the rule start month.
• Description: Product line sales targets

Target Rule Setup — Rule Definition

• Metric object: Order Products
• Metric: Order Products.Quantity
  • Choose the business object and metric. In this scenario the metric is sales volume mapped to Order Products.Quantity.
• Reference date: Sales Order.Order Date
  • Choose the date for aggregation. This scenario uses Sales Order.Order Date.
• Dimension object: select Products via Order Products.Product Name
• Dimension: Products.Product Line
  • After selecting metric and date, the system suggests related dimension objects. This scenario measures targets by Product Line.

Target Rule Setup — Data Scope

• Data scope: Sales Order.Life Status equals Normal
  • Add filters after configuring the rule. This scenario filters Order Products where Life Status = Normal.

Target Rule Setup — Applicable Departments

• Applicable Dept.: Operating Center
  • Finally, restrict the rule to Departments. This scenario evaluates the Operating Center only.

Target Values Configuration

• Add dimensions
  • Add Product Line
  • Click the plus icon next to a dimension on the Targets page to add specific dimension values to define who is assessed.
• Set target values per cell
  • Set monthly targets at the finest granularity.
  • Use Auto Aggregate to roll up monthly targets into annual totals.

Case 6: Account

• Scenario: A manufacturer’s Retailers and Wholesalers sell its products. Corporate issues quarterly sales targets to assess Retailer and Wholesaler performance.
• Scenario breakdown:
  • Business under assessment — Metric object: Order Products; Metric: Quantity
  • Who is assessed — Dimension object: Account; Dimension: Account Name
  • Fiscal years and cadence — Fiscal years: 2023, 2024, 2025; Cadence: Quarterly

Target Rule Setup — Basic Information

• Rule name: Account Sales Targets
• Reporting fiscal years: 2023, 2024, 2025
  • Select fiscal years. For this scenario choose 2023, 2024, 2025.
• Cadence: Quarterly
  • Select the reporting cadence: Annual, Quarterly, Monthly, or Weekly.
• Start month: Q1
  • Select the rule start period.
• Description: Account sales targets

Target Rule Setup — Rule Definition

• Metric object: Sales Order - Order Products
  • Metric: Order Products.Quantity
  • Choose the business object and metric. This scenario measures sales volume via Order Products.Quantity.
• Reference date: Sales Order.Order Date
  • Choose the date field used for aggregation. This scenario uses Sales Order.Order Date.
• Dimension object: select Account via Sales Order.Account Name
  • Dimension: Account.Account Name
  • After selecting metric and date, the system suggests related dimension objects. This scenario evaluates by Account Name.

Target Rule Setup — Data Scope

• Data scope: Sales Order.Life Status equals Normal
  • Add filters after rule configuration. This scenario filters Order Products where Life Status = Normal.

Target Rule Setup — Applicable Departments

• Applicable Dept.: Operating Center, North Region, East Region
  • Select Departments to apply the rule. This scenario covers the Operating Center and its North and East Regions. Disable department cascading via the top-right switch if you don’t want cascading behavior.

Target Values Configuration

• Add dimensions
  • Add Account Name
  • Click the plus icon next to the dimension on the Targets page to add specific Account values (who to assess).