Target Completion Analysis

I. System-Preset Dashboard Analysis for Goal Completion

• Personnel Goal Completion: The global filter for goal rules only supports switching the assessment object to “Personnel.” Editing this dashboard only supports adding charts that analyze personnel assessment and non-goal charts.
• Account Goal Completion: The global filter for goal rules only supports switching the assessment object to “Account” with the assessment dimension as “Account Name.” Editing this dashboard only supports adding charts that analyze this type of rule and non-goal charts.
• Product Goal Completion: The global filter for goal rules only supports switching the assessment object to “Product” with the assessment dimension as “Product Name.” Editing this dashboard only supports adding charts that analyze this type of rule and non-goal charts.

1.1 Personnel Goal Completion

• Entry: “Personnel Goal Completion” under the “Goal Completion” menu
  • Dashboard Global Filter:
    • Goal Rules: Select visible, non-disabled goal rules for the current user, only supporting switching the assessment object to “Personnel.”
      • Visible Rule Scope: Includes rules applicable to me, my subordinates, departments I am responsible for, and rules with visible “Personnel” goal values.
    • Personnel: Choose departments or employees within the applicable scope of the goal rules.
      • Department Filter Logic:
        • Goal Value: Taken from the goal value set on the department; when multiple departments are selected, it is the sum of the goal values set on these departments.
        • Completion Value: Sum of completion values for people whose primary department is this department and its sub-departments.
      • Employee Filter Logic:
        • Goal Value: Sum of goal values set for employees.
        • Completion Value: Sum of completion values for these employees; specific departed personnel can be selected under the “Departed Employees” tab.
    • Date Filter: Fiscal year filtering is not yet supported, but will be soon. Currently, custom time periods need to be selected from the fiscal year’s start month to end month.
      • Date Meaning for Completion Value Filtering in Charts: The globally filtered date will be passed into the “Date” field in the chart data range, which actually filters the “Completion Value” corresponding to the “Statistic Date” field defined in the goal rule.
• CRM administrators and report administrators can adjust the layout or included chart modules of the preset “Personnel Goal Completion” dashboard in “Dashboards,” with modifications effective for all users. Note: Editing this dashboard only supports adding charts that analyze personnel assessment goals.

1.2 Account Goal Completion

• Entry: “Account Goal Completion” under the “Goal Completion” menu
  • Dashboard Global Filter:
    • Goal Rules: Select visible, non-disabled goal rules for the current user, only supporting switching the assessment object to “Account” with the assessment dimension as “Account Name.”
      • Visible Rule Scope: Includes rules applicable to me, my subordinates, departments I am responsible for, and rules with visible “Account” goal values.
    • Personnel: Values are passed to the account goal chart - “Account Responsible Primary Department” condition. The core query logic is: first query accounts where “Account Responsible Primary Department” is the selected department or “Account Responsible” is the selected employee, then query the corresponding goal values and completion values for these accounts.
      • Goal Value: Query accounts through “Primary Department,” then query the sum of goal values set on the accounts.
      • Completion Value: Query accounts through “Primary Department,” then query the sum of completion values corresponding to the accounts.
    • Date Filter: Fiscal year filtering is not yet supported, but will be soon. Currently, custom time periods need to be selected from the fiscal year’s start month to end month.
      • Date Meaning for Completion Value Filtering in Charts: The globally filtered date will be passed into the “Date” field in the chart data range, which actually filters the “Completion Value” corresponding to the “Statistic Date” field defined in the goal rule.
• CRM administrators and report administrators can adjust the layout or included chart modules of the preset “Account Goal Completion” dashboard as needed, with modifications effective for all users. Note: Editing this dashboard only supports adding charts that analyze assessment objects as “Account” with the assessment dimension as “Account Name.”

1.3 Product Goal Completion

• Entry: “Product Goal Completion” under the “Goal Completion” menu
  • Dashboard Global Filter:
    • Goal Rules: Select visible, non-disabled goal rules for the current user, only supporting switching the assessment object to “Product” with the assessment dimension as “Product Name.”
      • Visible Rule Scope: Includes rules applicable to me, my subordinates, departments I am responsible for, and rules with visible “Product” goal values.
    • Date Filter: Fiscal year filtering is not yet supported, but will be soon. Currently, custom time periods need to be selected from the fiscal year’s start month to end month.
      • Date Meaning for Completion Value Filtering in Charts: The globally filtered date will be passed into the “Date” field in the chart data range, which actually filters the “Completion Value” corresponding to the “Statistic Date” field defined in the goal rule.
• CRM administrators and report administrators can adjust the layout or included chart modules of the preset “Product Goal Completion” dashboard as needed, with modifications effective for all users. Note: Editing this dashboard only supports adding charts that analyze assessment objects as “Product” with the assessment dimension as “Product Name.”

II. Creating New Goal Analysis Charts

2.1 Creating from System-Preset Templates

2.1.1 Employee Analysis Template

• Under Employee Subject and Goal Subject, personnel goal achievement can be analyzed. When analyzing department goal achievement (using primary department as dimension), it refers to the personnel’s primary department.
• If analysis by data’s affiliated department is needed, use “Dept. Subject” for analysis, and select “Affiliated Department” in the goal rule configuration.
• Two templates related to goal analysis are preset under “Personnel Performance Analysis,” only supporting analysis of personnel assessment goal rules.

• Goal charts created through “Employee Subject” can achieve joint analysis of goal value, completion value, and other indicators.

• Four templates are preset under the “Goal Analysis” subject, currently only supporting analysis of personnel assessment goal rules.

• Goal charts configured through “Dept. Subject” can achieve analysis of department goal achievement by data’s affiliated department.

2.1.2 Account Analysis Template

• Six templates related to goal analysis are preset under “Account Analysis,” only supporting analysis of account assessment goal rules.

• Supports analysis of account goal completion, analysis example 1: Analyze goal value, completion value, and completion rate for each account.

• Supports other fields on accounts as dimensions, analysis example 2: Analyze goal value, completion value, and completion rate for accounts of each level.

• Supports dual dimensions, supports dual-dimensional goal analysis, analysis example 3: Growth trend of completion rate for each account.

2.1.3 Product Analysis Template

• Six templates related to goal analysis are preset under “Product Analysis,” only supporting analysis of product assessment goal rules.

• Analysis capabilities are similar to accounts, not elaborated further.

2.1.4 Custom Theme - Goal Analysis

• “Custom Theme - Goal Analysis” supports analysis of goal rules for assessment objects as products (assessment dimension not product name), accounts (assessment dimension not account name), partners (assessment dimension not partner name), and personnel.
• Supports dual dimensions, supports dual-dimensional goal analysis, analysis example 4: Monthly analysis of product completion rate growth trend by product category.

III. Summary of Goal Chart Capabilities

• When the dimension is date, supports year-on-year and month-on-month comparison of goal value, completion value, and completion rate.
• Supports indicator calculations, such as completion rate = completion value/goal value, uncompleted value = goal value-completion value, and supports calculations with goal value, completion value, and other indicators.
• Supports joint statistical analysis of goal value, completion value, and other indicators within the subject.
• Dimension: Supports full-dimensional field analysis of goal completion for accounts, products, and partners, with flexible drill-down and detail viewing.
• Supports dual dimensions, supports stacked bar charts, stacked line charts, cross tables, and other chart types.
• Custom goal charts, custom dashboards.