Published at: 2026-09-17
Core concepts and terms
Core concepts
| Term | Description |
|---|---|
| Evaluation object | The object that owns the metric being evaluated, such as an order product. |
| Evaluation metric | The field used to measure a goal, such as quantity or subtotal. |
| Evaluation dimension | A dimension used to set, allocate, or aggregate goals. |
| Statistic date | The date field used to calculate completion data. |
| Fiscal year | The fiscal-year range used by a goal rule. |
| Evaluation period | Year, quarter, month, or week. |
| Data range | Conditions that limit the data included in target calculations. |
| Automatic aggregation | When enabled, you can set goal values only for the smallest evaluation period. |
| Dimension value synchronization | Automatically adds the department and personnel dimension values associated with applicable departments to the Goals page. |
| Update dimension values with organizational changes | When enabled, department and personnel values on the Goals page update with changes to the organizational structure or personnel. |
SMART alignment
The object and dimensions in a goal rule correspond to specificity. The metric corresponds to relevance, while the fiscal year and period correspond to timeliness. Goal values reflect attainability, and completion analysis reflects measurability. You can select a fiscal year from 4 years before the current year through 5 years after it. Supported evaluation periods are year, quarter, month, and week.