Definition and Related Concepts of Multi-Dimensional Target Management

1. Multi-dimensional Target Management — Product Overview

2. SMART Target Management Methodology

1. S - Specific
2. M - Measurable
3. A - Attainable
4. R - Relevant
5. T - Time-bound

3. ShareCRM Target Management Process

1. Configure target rules: Define assessment dimensions (Dept./User, Account, Products, Partners), assessment metrics, fiscal year, and evaluation period. These settings map to S, R, and T in the SMART methodology.
2. Set target values: Define realistic, achievable target values corresponding to A in the SMART methodology.
3. Analyze completion: Configure Charts as needed to measure target attainment, corresponding to M in the SMART methodology.

4. System Usage Workflow

After the company finalizes its target management strategy, follow these steps in the system:

1. CRM administrators create a new target rule under Admin > Business Rules Management > Target Rules. Specify target subjects, assessment dimensions, metrics, fiscal year, evaluation period, and scope. Once finalized, enable the target rule. See: https://help.fxiaoke.com/5df3/c2dc/a85a (Configure Multi-dimensional Target Rules)
2. Users set target values under the Targets menu. Individuals may set their own targets, or Target Administrators can set them centrally. Note: Disabled rules are not visible here. See: http://help.fxiaoke.com/2615/5df2/dbc4/833a (Set Multi-dimensional Target Values)
3. Users analyze progress on the preconfigured Target Completion Dashboard. See: https://help.fxiaoke.com/5df3/c2dc/9f09 (Multi-dimensional Target Completion Analysis)
4. For typical multi-dimensional target management scenarios, see: https://help.fxiaoke.com/5df3/c2dc/7f58 (Multi-dimensional Target Management Cases)