Definition and Key Concepts of Multi-Dimensional Target Management

I. Multi-Dimensional Target Management Product Overview

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II. SMART Goal Management Methodology

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1. S-Specific

2. M-Measurable

3. A-Attainable

4. R-Relevant

5. T-Time-bound

III. ShareCRM Target Management Process

1. Configure Target Rules: Define evaluation dimensions (Departments/Individuals, Accounts, Products, Partners), metrics, fiscal year, and cycles - corresponding to S, R, and T in SMART methodology.

2. Set Target Values: Establish achievable targets that align with the A (Attainable) principle in SMART.

3. Performance Analysis: Configure customizable Charts to measure goal attainment, fulfilling the M (Measurable) component.

IV. System Implementation Guide

After establishing target management strategies, organizations can follow this implementation workflow:

1. CRM Administrators create target rules under Admin > Business Rules > Target Rules, specifying evaluation objects, dimensions, KPIs, fiscal year, cycles, and scope. Enable rules when finalized. See: Configure Multi-Dimensional Target Rules

2. Employees set target values under the Targets menu, either individually or through Target Administrators. Note: Disabled rules remain invisible here. See: Set Multi-Dimensional Target Values

3. Performance Tracking: Employees analyze progress through pre-configured Dashboard views. See: Multi-Dimensional Target Performance Analysis

4. For implementation examples: Multi-Dimensional Target Management Use Cases