Configure Multi-Dimensional Target Rules

Multi-dimensional Target Management Workflow Step 1: Configure Multi-dimensional Target Rules

• Target rules define the framework for enterprise multi-dimensional target management, including evaluation subjects, dimensions, KPIs, fiscal years, assessment periods, and applicable scopes.
• Required Role: CRM Administrator or management Roles with permissions to Admin > Business Rule Management > Target Rules

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1. Target Rule Configuration Process

Basic Rule Settings

• Rule Name: Define the name for the multi-dimensional target rule.
• Fiscal Year: Specify the fiscal year for target tracking (options range from four years prior to five years ahead of the current year).
• Assessment Period: Set the evaluation cycle (Yearly, Quarterly, Monthly, or Weekly).
• Start Date: Determine the effective start date for the rule.
• Description: Provide contextual details about the rule.

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KPI Rule Settings

• Evaluation Subject: Define the entity (e.g., sales rep, team) being evaluated.
• KPI Metrics: Specify the measurable indicators (e.g., revenue, deal count).
• Reporting Date Field: Select the date field used for data aggregation.
• Evaluation Dimension Subject: Identify the dimensional hierarchy (e.g., region, product line).
• Evaluation Dimensions: Set the granular breakdown criteria.

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Data Scope Configuration

• Data Filter: Apply filters to limit the dataset (e.g., active accounts, specific territories).

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Rule Preview & Finalization

• Applicable Departments: Assign the rule to relevant Departments.
• Duplicate Rule: Existing rules can be cloned via “Save As” in the final step.

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