Configure Target Rules

The first step in the use process of target multi-dimensional management: configure target rules

• Objective rules define the rules for multi-dimensional management of enterprise objectives, including assessment objects, assessment dimensions, assessment indicators, assessment fiscal year, assessment cycle, scope of application, etc.
• Operational role: CRM administrator or a management role that has the authority to manage > business rule management > target rules

1. The process of configuring target rules

1.1 Example of business scenario 1: The company wants to evaluate the order performance of various sales departments and sales personnel

• Scene dismantling
  • Who is assessed? -->Personnel
  • Assessment dimension? -->Assessment by department and employee
  • What business is specifically assessed? -->Sales order. Sales order amount
  • Assess fiscal year? -->2021, 2022 fiscal year
  • According to the person in charge of the data or the creator or other personnel relationship assessment personnel to achieve? -->Person in charge
  • Is it achieved by the department where the data belongs to or whether the person in charge belongs to the assessment department of the main department? -->Belonging department
• Configure target rules
  • Rule name: Assessor's order performance
  • Assessment object: personnel
  • Assessment dimension: department-employee
  • Statistical fiscal year: 2021, 2022
  • Starting month: March
  • Evaluation indicators: sales order. sales order amount
  • Statistical date: refers to the business meaning of "date" when "date" is used as a filter in the statistical chart. For example, when filtering this month, it refers to the order data of "order date" in this month, so here select "order date".
  • Personnel relationship: When setting target values ​​for employees and assessing the achievement of the employee's goals, the employee's business meaning is the person in charge of the data, the creator or other custom relationship, here select the person in charge.
  • Department relationship: refers to when the target value is set for the department and the goal of the assessment department is achieved, the business meaning of the department is whether the data belongs to the department or the person in charge belongs to the main department. Here, select the department.
  • Evaluation index restriction conditions: Define the business data that meets the conditions that will be counted to the completion value. For example, the data whose status is "obsolete" needs to be filtered out here.
  • Whether to split sub-goals: When you need to further split into more refined sub-goals according to a certain dimension, you can choose "Yes" and select the specific dimension field for splitting, for example, according to the source or business type of the sales order Wait for further split.
• Select the departments to participate in the assessment: You can choose the whole company or specific departments. Select Sales Department here.
• Allow individuals to modify goals: controls whether individuals can edit goal values
  • First: When the role of an employee does not have the "Edit" permission for the target value object, no matter whether the rule checks "Allow individuals to modify the target", they cannot be edited.
  • Second: When the employee's role has the "edit" permission of the target value object.
    • Check "Allow individuals to modify goals" on the rules
      • Ordinary employees can edit their own goals, superiors can edit the goals of subordinates, and department heads can edit the goals of employees under the department and the goals of the department.
      • Superiors and department heads can edit the goals they have permission, including the goal value of "personnel" shared to me.
    • "Allow individuals to modify goals" is not checked in the rules
      • Ordinary employees cannot edit their own goals (including superiors and department heads cannot set goals for themselves), superiors can edit the goals of subordinates, and department heads can set goals for employees under the department (the head of the department cannot set goals for the department) set goals).

After saving, the target rule is in the "Disabled" state by default. After confirming that the rule no longer needs to be modified, "Enable" the target rule. Only the enabled target rule can be seen under the "Target" menu, and then set the target value.

1.2 Example of business scenario 2: The company has several core customers and wants to quantify the sales of these customers

• Scene dismantling
  • Who is assessed? --> customer
  • Assessment dimension? --> customer name
  • What business is specifically assessed? --> Payment details. The amount of this payment (yuan)
  • Assess fiscal year? --> Fiscal Year 2021 and 2022
• Configure target rules
  • Rule name: Assess customer sales
  • Assessment object: customer
  • Assessment dimension: customer name
  • Statistical fiscal year: 2021, 2022
  • Starting month: March
  • Evaluation indicators: payment details. The amount of this payment (yuan)
  • Statistical date: refers to the business meaning of "date" when "date" is used as a filter in the statistical chart. For example, when filtering this month, it refers to the payment data of "payment date" in this month. Here, select "payment date".
  • Evaluation index restriction conditions: Define the business data that meet the conditions will be counted as the completion value, for example, select the status here as "Payment has been paid".
  • Whether to split sub-goals: When you need to further split into more refined sub-goals according to a certain dimension, you can choose "Yes" and select the specific dimension fields for splitting, such as the source of sales orders, business type Wait for further split.
  • In the rules where the assessment objects are customers and products, there is no configuration of "allow individuals to modify the target", and the default is to use the "edit" permission of the employee's role on the target value object.

1.3 Example of business scenario 3: The company has several core products and wants to quantify the sales of these products.

• Scene dismantling
  • Who is assessed? --> product
  • Assessment dimension? --> product name
  • What business is specifically assessed? --> order product.subtotal
  • Assess fiscal year? --> 2021, 2022
• Configure target rules
  • Rule name: Assess product sales
  • Assessment object: product
  • Assessment dimension: product name
  • Statistical fiscal year: 2021, 2022
  • Starting month: January
  • Evaluation index: order product. subtotal
  • Statistical date: refers to the business meaning of "date" when "date" is used as a filter in the statistical chart. For example, when filtering this month, it refers to the order data of "order date" in this month, so here select "order date".
  • Evaluation index restriction conditions: define what conditions meet the business data will be counted to the completion value, for example, it is necessary to filter out the order data of "not effective", "under review", and "obsolete".
  • Whether to split sub-goals: When you need to further split into finer sub-goals according to a certain dimension, you can select "Yes" and select the specific dimension field for splitting, for example, you can further split according to the source of the order, Product target values ​​for orders from different sources are set separately.
  • In the rules where the assessment objects are customers and products, there is no configuration of "allow individuals to modify the target", and the default is to use the "edit" permission of the employee's role on the target value object.

1.4 Example of business scenario 4: The company has several agents that are of core concern, and wants to quantify the sales of these agents

• Scene dismantling
  • Who is assessed? --> partner
  • Assessment dimension? --> partner name
  • What business is specifically assessed? --> Sales order. Sales order amount
  • Assess fiscal year? --> 2021, 2022
• Configure target rules
  • Rule name: Assess sales of agents
  • Assessment object: partners
  • Assessment dimension: partner name
  • Statistical fiscal year: 2021, 2022
  • Starting month: January
  • Evaluation indicators: sales order. sales order amount
  • Statistical date: refers to the business meaning of "date" when "date" is used as a filter in the statistical chart. For example, when filtering this month, it refers to the order data of "order date" in this month, so here select "order date".
  • Evaluation index restriction conditions: define the business data that meet the conditions will be counted to the completion value, for example, the data is not filtered here.
  • Whether to split sub-goals: When you need to further split into finer sub-goals according to a certain dimension, you can select "Yes" and select the specific dimension field for splitting, for example, you can further split according to the source of the order, Product target values ​​for orders from different sources are set separately.
  • In the rules where the assessment objects are customers and products, there is no configuration of "allow individuals to modify the target", and the default is to use the "edit" permission of the employee's role on the target value object.

1.5 Example of business scenario 5: An enterprise wants to assess the sales volume of each product category

• Scene dismantling
  • Who is assessed? --> product
  • Assessment dimension? --> Product Category
  • What business is specifically assessed? --> order product.subtotal
  • Assess fiscal year? --> 2021, 2022
• Configure target rules
  • Rule name: Examine product sales by product category
  • Assessment object: product
  • Assessment dimension: product classification
  • Statistical fiscal year: 2021, 2022
  • Starting month: January
  • Evaluation index: order product. subtotal
  • Statistical date: refers to the business meaning of "date" when "date" is used as a filter in the statistical chart. For example, when filtering this month, it refers to the order data of "order date" in this month, so here select "order date".
  • Evaluation index restriction conditions: define what conditions meet the business data will be counted to the completion value, for example, it is necessary to filter out the order data of "not effective", "under review", and "obsolete".
  • Whether to split sub-goals: When you need to further split into finer sub-goals according to a certain dimension, you can select "Yes" and select the specific dimension field for splitting, for example, you can further split according to the source of the order, Product target values ​​for orders from different sources are set separately.
  • In the rules where the assessment objects are customers and products, there is no configuration of "allow individuals to modify the target", and the default is to use the "edit" permission of the employee's role on the target value object.

1.6 Example of business scenario 6: If the company has enabled the multi-time zone function, the company needs to evaluate the order performance of each sales department and salesperson

• Scene dismantling
  • Who is assessed? -->Personnel
  • Assessment dimension? -->Assessment by department and employee
  • What business is specifically assessed? -->Sales order. Order amount
  • Assess fiscal year? -->2021, 2022 fiscal year
  • According to the person in charge of the data or the creator or other personnel relationship assessment personnel to achieve? -->Person in charge
  • Is it achieved by the department where the data belongs to or whether the person in charge belongs to the assessment department of the main department? -->Belonging department
• Configure target rules
  • Rule name: Assessing personnel's order performance (Beijing time zone)
  • Assessment object: personnel
  • Assessment dimension: department-employee
  • Statistical fiscal year: 2021, 2022
  • Starting month: March
  • Evaluation indicators: sales order. order amount
  • Statistical date: refers to the business meaning of "date" when "date" is used as a filter in the statistical chart. For example, when filtering this month, it refers to the order data of "order date" in this month, so here select "order date".
  • Statistical time zone: refers to the aggregated time zone of the statistical date. In this example, the statistical date is "order date", and the statistical time zone is Dongba District. It refers to the order data of this month according to the "order date" converted by the East Eighth District.
  • Personnel relationship: When setting target values ​​for employees and assessing the achievement of the employee's goals, the employee's business meaning is the person in charge of the data, the creator or other custom relationship, here select the person in charge.
  • Department relationship: refers to when the target value is set for the department and the goal of the assessment department is achieved, the business meaning of the department is whether the data belongs to the department or the person in charge belongs to the main department. Here, select the department.
  • Evaluation index restriction conditions: Define the business data that meets the conditions that will be counted to the completion value. For example, the data whose status is "obsolete" needs to be filtered out here.
  • Whether to split sub-goals: When you need to further split into more refined sub-goals according to a certain dimension, you can choose "Yes" and select the specific dimension field for splitting, for example, according to the source or business type of the sales order Wait for further split.
• Select the departments to participate in the assessment: You can choose the whole company or specific departments. Select Sales Department here.
• Allow individuals to modify goals: controls whether individuals can edit goal values
  • First: When the role of an employee does not have the "Edit" permission for the target value object, no matter whether the rule checks "Allow individuals to modify the target", they cannot be edited.
  • Second: When the employee's role has the "edit" permission of the target value object.
    • Check "Allow individuals to modify goals" on the rules
      • Ordinary employees can edit their own goals, superiors can edit the goals of subordinates, and department heads can edit the goals of employees under the department and the goals of the department.
      • Superiors and department heads can edit the goals they have permission, including the goal value of "personnel" shared to me.
    • "Allow individuals to modify goals" is not checked in the rules
      • Ordinary employees cannot edit their own goals (including superiors and department heads cannot set goals for themselves), superiors can edit the goals of subordinates, and department heads can set goals for employees under the department (the head of the department cannot set goals for the department) set goals).

After saving, the target rule is in the "Disabled" state by default. After confirming that the rule no longer needs to be modified, "Enable" the target rule. Only the enabled target rule can be seen under the "Target" menu, and then set the target value.
In this example, the enterprise has opened multi-time zone assessment personnel. The method of evaluating customers, products, and partners in multiple time zones is the same as that of the assessors, and no more explanations will be given.