Setting Multi-Dimensional Target Values

Step 2 of Multi-dimensional Target Management Workflow: Setting Multi-dimensional Target Values

• Menu Entry: Targets
• Note: Only users with “View List” permission for “Target Values” under their Role can see this menu entry.
• In Target Rules, select the target rule to configure, then click the rule 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 predefined weights.
• Aggregate: Roll up lower-level target values to a higher level.
• Hide: Hide target value columns.
  Note: Hierarchical fields (e.g., Dept. or product categories) support target value setup by level.

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Target Value Import

• Bulk Add:
  • Import > Download template > Set target values in Excel > Import > Upload the file.
• Bulk Modify:
  • Export existing data > Modify the exported file > Re-import.

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Target Value Lock

• After setup, CRM admins and target admins can lock values. Once locked, only they can modify targets.

Target Value Export

• Supports exporting target values.

Target Value Change Log

• Tracks modifications to resolve disputes over target value changes.

Target Value View Rules

• Displays basic information of defined target rules.