Published at: 2026-09-17
Create a target analysis chart from a preset template
Use an object analysis template to view target attainment.
Overview
The system provides analysis templates for employees, departments, accounts, and products. Create a chart from a template to analyze target values, completed values, and other metrics in an object subject domain without configuring the chart from scratch.
Before you begin
[!IMPORTANT] You need chart permissions for the corresponding object subject domain.
Procedure
- Go to Reports > New Chart, then select Create from Template.
- In the template list, select an employee, department, account, or product analysis template based on the evaluated object.
- In the chart, select a target rule and analysis dimensions. The object subject domain lets you analyze target values and completed values with other metrics in the subject domain.
- Save the configuration and view the chart.
Verify the result
The chart displays target values, completed values, and the available metrics from the object subject domain.