Published at: 2025-10-30
Multi-dimensional Target Completion Analysis
Multi-dimensional Target Management Process Step 3: Analyzing Target Completion Status
1. Creating Multi-dimensional Target Analysis Charts
Different evaluation rules require analysis under different subjects:
| Evaluation Object | Evaluation Dimension | Supported Analysis Subjects | Chart Creation Entry |
|---|---|---|---|
| Personnel Only | Primary department and employee name (used individually or combined) | Employee Subject, Department Subject, or Target Analysis Subject | Option 1: Reports > New Chart > Create from Template > Performance Analysis Templates Option 2: Reports > New Chart > Create from Template > Department Analysis Templates Option 3: Reports > New Chart > Custom Theme > Target Analysis |
| Account Only | Account name only | Account Subject or Target Analysis Subject | Option 1: Reports > New Chart > Create from Template > Account Analysis Templates Option 2: Reports > New Chart > Custom Theme > Target Analysis |
| Account Only | Province/City or other account dimensions | Target Analysis Subject | Reports > New Chart > Custom Theme > Target Analysis |
| Products Only | Product name only | Products Subject or Target Analysis Subject | Option 1: Reports > New Chart > Create from Template > Product Analysis Templates Option 2: Reports > New Chart > Custom Theme > Target Analysis |
| Products Only | Product category or other product dimensions | Target Analysis Subject | Reports > New Chart > Custom Theme > Target Analysis |
| Partners Only | Partner name only | Partner Subject or Target Analysis Subject | Reports > New Chart > Custom Theme > Partner Statistics Option 2: Reports > New Chart > Custom Theme > Target Analysis |
| Partners Only | Province/City or other partner dimensions | Target Analysis Subject | Reports > New Chart > Custom Theme > Target Analysis |
| Other objects (excluding personnel, partners, products, accounts) | Any dimension | Target Analysis Subject | Reports > New Chart > Custom Theme > Target Analysis |
| Multiple different objects | Any dimension | Target Analysis Subject | Reports > New Chart > Custom Theme > Target Analysis |
Key differences: - Chart permissions follow object subject permissions - Target Analysis Subject only supports analyzing target values and completion values. Employee, Account, Products, and Partner Subjects allow combining target/completion values with other metrics
1.1 Creating Charts Using System Templates
1.1 Employee, Account, and Product Analysis Templates
- Under Employee Subject or Target Subject, you can analyze personnel target achievement. When analyzing department targets (using primary department as dimension), it refers to employees’ primary departments
- To analyze department achievement by data ownership department or custom departments, use the Department Subject and configure corresponding department relationships in target rules
- The “Employee Performance Analysis” section includes two target analysis templates, supporting only personnel evaluation rules
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- Charts created via Employee Subject enable combined analysis of target values, completion values with other metrics
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- Account Subject and Products Subject offer similar analysis capabilities (not repeated here)
1.2 Custom Theme - Target Analysis
- “Custom Theme - Target Analysis” supports evaluating target rules for all objects
- Supports multi-dimensional target analysis
2. Target Completion Dashboard
Click the “View Dashboard” button next to each target rule on the target value list page to view corresponding completion data.
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3. Target Chart Capabilities Summary
- When using date dimensions, supports YoY and MoM comparisons for target values, completion values, and completion rates
- Supports metric calculations (e.g., completion rate = completion value/target value, uncompleted value = target value - completion value), including combining target/completion values with other metrics
- Supports statistical analysis combining target/completion values with other subject metrics
- Dimensions: Supports full-dimension field analysis for Accounts, Products, and Partners, enabling flexible drill-down and detail viewing
- Supports dual dimensions, stacked column charts, stacked line charts, cross-tabs, and other chart types
- Custom target charts and dashboards