Configuring Multi-Dimensional Target Values

Step 2 of Multi-Dimensional Target Management Process: Setting Multi-Dimensional Target Values

• Menu Entry: Targets
• Note: Only Roles with “View List” permission for “Target Values” can see this menu entry.
• In “Target Rules,” select the target rule to configure and click the corresponding row to enter the “Target Value Configuration” page.

1. Target Value Setup Process

Target Value Configuration

• Add: Add assessment dimension values set in multi-dimensional target rules.
• Delete: Remove added assessment dimension values.
• Split: Evenly distribute a higher-level target value to lower levels.
• Weighted Split: Distribute a higher-level target value to lower levels based on assigned weights.
• Aggregate: Summarize lower-level target values to a higher level.
• Hide: Hide target value columns.
  Note: Hierarchical fields such as Departments and Product Categories support setting target values by hierarchy.

Target Value Import

• Bulk Add: Import → Download template → Set target values in Excel → Import → Upload the file.
• Bulk Modify: Export existing data → Make changes → Re-import the updated file.

Target Value Lock

• After setting target values, CRM Admins and Target Admins can lock them. Once locked, only they can modify the values.

Target Value Export

• Target values can be exported for reference.

Target Value Change Log

• A change log is maintained to resolve disputes over target value modifications.

Target Value Viewing Rules

• Users can view basic information of defined target rules.