Configure Multi-Dimensional Target Rules

Multidimensional Target Management — Step 1: Configure Multidimensional Target Rules

• Target rules define the enterprise-wide multidimensional target management parameters, including assessment subjects, assessment dimensions, assessment metrics, fiscal year, assessment period, and applicable scope.
• Operating Role: CRM administrator or a management Role with Admin > Business Rule Management > Target Rules permission

1. Process for Configuring Target Rules

Target Rule Settings — Basic Rule Information

• Rule Name: Specify the name of the multidimensional target rule;
• Fiscal Year Range: Define the fiscal years for which the rule applies. Selectable range: four years before the current year through five years after the current year;
• Assessment Period: Define the assessment period for the rule. Options: Year, Quarter, Month, Week;
• Start Date: Define the start date for the target rule;
• Description: Provide descriptive information for the target rule.

Target Rule Settings — Assessment Target Configuration

• Assessment Metric Object: Define the CRM object whose metrics the rule assesses;
• Assessment Metric: Define the specific metric(s) to be assessed by the rule;
• Statistic Date Field: Specify which date field the rule should use for aggregation;
• Assessment Dimension Object: Define the CRM object used as the assessment dimension;
• Assessment Dimension: Define the dimension(s) by which assessment will be grouped.

Target Rule Settings — Data Scope for Assessment Rules

• Data Scope: Define the data scope to which the multidimensional target rule applies.

Target Rule Settings — Rule View and Preview

• Applicable Departments: Specify the Departments to which the rule applies.
• Duplicate Target Rule: For an existing rule, you can Save As to create a copy of the target rule at the final step.