Multidimensional Objective Case Study

Case 1: Evaluator + Products Target Value Aggregation

• Scenario Description: A company in the internet sector sells products such as various suite products and applications. Their sales team consists of several salespeople, each responsible for selling these products. The company evaluates the sales volume of different product lines for each salesperson monthly to maximize profits and increase market share.
• Scenario Breakdown:
  • Evaluation Business: Evaluation Indicator Object: Order Products; Evaluation Indicator: Quantity
  • Who to Evaluate: Evaluation Dimension Object: Personnel, Products; Evaluation Dimension: Employee Name, Product Line
  • Evaluation Fiscal Year, Evaluation Cycle: Evaluation Fiscal Year: 2023, 2024, 2025; Evaluation Cycle: Monthly

Target Rule Setup - Basic Information

• Rule Name: Sales Evaluation by Product Line
• Fiscal Year for Statistics: 2023, 2024, 2025
  • Select the fiscal year for configuring the target rule. This scenario selects 2023, 2024, 2025.
• Evaluation Cycle: Monthly
  • Choose the frequency for configuring the target rule, options include yearly, quarterly, monthly, weekly.
• Starting Month: January
  • Select the starting time for the target rule evaluation.
• Description: Sales Evaluation by Product Line

Target Rule Setup - Evaluation Rule Setup

• Evaluation Indicator Object: Sales Order - Order Products
• Evaluation Indicator: Order Products.Quantity
  • Select the business object for evaluation. In this scenario, it is the evaluation of “sales volume,” corresponding to the quantity field on the order products object.
• Statistics Date: Sales Order.Order Date
  • After selecting the evaluation object and indicator, determine the rule’s statistics date. This scenario requires statistics based on the order date on the sales order.
• Evaluation Dimension Object: Select personnel object through Sales Order.Responsible Person, select product object through Order Products.Product Name
• Evaluation Dimension: Personnel.Employee Name, Products.Product Line
  • Once the evaluation indicator and statistics date are selected, the system automatically pulls out related evaluation dimension objects based on the indicator object relationship for user selection. In this scenario, it requires evaluation based on sales personnel and product line dimensions, corresponding to the employee name under the personnel object selected through the responsible person of the sales order, and the product line under the product object.

Target Rule Setup - Data Range Setup

• Data Range: Sales Order.Life Status is Normal
  • After setting up the evaluation rule, configure the rule’s filter conditions. In this scenario, configure the life status field under the order products object to be normal.

Target Rule Setup - Applicable Departments Setup

• Applicable Departments: Operations Center
  • The final step is to define the scope of applicable departments for the rule. This scenario only evaluates the operations center.

Target Value Setup

• Add Evaluation Dimension
  • Add evaluation for employee name
  • Add evaluation for product line
  • Click the plus sign next to the evaluation dimension on the target value page to add the value of the evaluation dimension, setting who to evaluate. In this scenario, first set the employee name, then set the product line corresponding to the employee name.
• Click the Cell to Set Target Value
  • Set monthly target values at the finest granularity
  • Use the auto-summarization feature to aggregate each employee name’s target value for each product line to the subtotal target for that employee
  • Use the auto-summarization feature to aggregate monthly target values to the annual target
  • Sequentially set the finest granularity target values. In this scenario, set the monthly target values for Wang Zhu’s SFA product line and PaaS product line, and then set the target values for the personnel below. After setting the finest granularity target values, select the row for Wang Zhu (subtotal target) and click the summarize button above to aggregate the set finest granularity target values to Wang Zhu’s subtotal target. The same applies to quarterly target values; select a whole quarter column and click summarize to aggregate all monthly target values under that quarter to the quarterly target value.

Target Analysis

• Analyze Target Achievement through Statistic Chart Capability
  • Create a target achievement analysis chart through New Statistic Chart - Custom Theme - Target Analysis, and analyze data through operations such as drilling down and viewing details.

Case 2: Evaluating Departments + Personnel + Accounts Target Value Downward Decomposition

• Scenario Description: A manufacturing company needs to sell its products to retailers and wholesalers. The company has several salespeople, each responsible for a certain group of accounts. The company distributes the account list to each salesperson so they can start contacting and promoting products to the accounts. The headquarters issues sales targets each quarter, which need to be decomposed downward to lower-level departments and then to sales personnel.
• Scenario Breakdown:
  • Evaluation Business: Evaluation Indicator Object: Order Products; Evaluation Indicator: Quantity
  • Who to Evaluate: Evaluation Dimension Object: Departments, Personnel, Accounts; Evaluation Dimension: Department Name, Employee Name, Account Name
  • Evaluation Fiscal Year, Evaluation Cycle: Evaluation Fiscal Year: 2023, 2024, 2025; Evaluation Cycle: Quarterly

Target Rule Setup - Basic Information

• Rule Name: Sales Evaluation by Accounts
• Fiscal Year for Statistics: 2023, 2024, 2025
  • Select the fiscal year for configuring the target rule. This scenario selects 2023, 2024, 2025.
• Evaluation Cycle: Quarterly
  • Choose the frequency for configuring the target rule, options include yearly, quarterly, monthly, weekly.
• Starting Month: 1st Quarter
  • Select the starting time for the target rule evaluation.
• Description: Sales Evaluation by Accounts

Target Rule Setup - Evaluation Rule Setup

• Evaluation Indicator Object: Sales Order - Order Products
  • Evaluation Indicator: Order Products.Quantity
  • Select the business object for evaluation. In this scenario, it is the evaluation of “sales volume,” corresponding to the quantity field on the order products object.
• Statistics Date: Sales Order.Order Date
  • After selecting the evaluation object and indicator, determine the rule’s statistics date. This scenario requires statistics based on the order date on the sales order.
• Evaluation Dimension Object: Select personnel object through Sales Order.Responsible Person, select department object through Sales Order.Responsible Person, select account object through Sales Order.Account Name
  • Evaluation Dimension: Departments.Department Name, Personnel.Employee Name, Accounts.Account Name
  • Once the evaluation indicator and statistics date are selected, the system automatically pulls out related evaluation dimension objects based on the indicator object relationship for user selection. In this scenario, it requires evaluation based on sales personnel department, sales personnel, and account name dimensions, corresponding to the department name under the department object selected through the responsible person of the sales order, employee name under the personnel object, and account name under the account object.

Target Rule Setup - Data Range Setup

• Data Range: Sales Order.Life Status is Normal
  • After setting up the evaluation rule, configure the rule’s filter conditions. In this scenario, configure the life status field under the order products object to be normal.

Target Rule Setup - Applicable Departments Setup

• Applicable Departments: Operations Center, North China Region, East China Region
  • The final step is to define the scope of applicable departments for the rule. This scenario evaluates the operations center and its North China and East China regions. For scenarios where evaluation departments do not cascade, control can be achieved through the switch in the upper right corner.

Target Value Setup

• Add Evaluation Dimension
  • Add evaluation for department name
  • Add evaluation for employee name
  • Add evaluation for account name
  • Click the plus sign next to the evaluation dimension on the target value page to add the value of the evaluation dimension, setting who to evaluate. In this scenario, first set the account name, employee name, then set the account name corresponding to the employee name. Departments can be viewed by drilling down under the department name.

• Click the Cell to Set Target Value
  • Set the annual target value
  • Use the auto-decomposition feature to decompose the annual target value to each quarter
  • Use the auto-decomposition feature to decompose the total target to the finest granularity target value
  • First set the total target value, select the annual target column, click decompose by evaluation cycle to decompose to each quarter’s target value, then select the total target row to decompose to the first dimension - department name. In this scenario, decompose to the operations center’s target, then click department name to drill down to the operations center’s lower-level departments, select the operations center target row to decompose to all lower-level departments. In this scenario, decompose to North China Region and East China Region, then select department target value to decompose to employees, and proceed with decomposition sequentially.

Target Analysis

• Analyze Target Achievement through Statistic Chart Capability
  • Create a target achievement analysis chart through New Statistic Chart - Custom Theme - Target Analysis, and analyze data through operations such as drilling down and viewing details.

Case 3: Evaluating Accounts + Products Target Value Weighted Downward Decomposition

• Scenario Description: A company in the internet sector sells products such as various suite products and applications. They collaborate with various agents, among which some key accounts are large agents. The company sets sales targets, aiming to sell xx applications to these large agents each quarter to achieve xx sales revenue, with different target weightings for each account.
• Scenario Breakdown:
  • Evaluation Business: Evaluation Indicator Object: Order Products; Evaluation Indicator: Quantity
  • Who to Evaluate: Evaluation Dimension Object: Accounts, Products; Evaluation Dimension: Account Name, Product Name
  • Evaluation Fiscal Year, Evaluation Cycle: Evaluation Fiscal Year: 2023, 2024, 2025; Evaluation Cycle: Quarterly

Target Rule Setup - Basic Information

• Rule Name: Sales Evaluation by Products for Each Account
• Fiscal Year for Statistics: 2023, 2024, 2025
  • Select the fiscal year for configuring the target rule. This scenario selects 2023, 2024, 2025.
• Evaluation Cycle: Quarterly
  • Choose the frequency for configuring the target rule, options include yearly, quarterly, monthly, weekly.
• Starting Month: 1st Quarter
  • Select the starting time for the target rule evaluation.
• Description: Sales Evaluation by Products for Each Account

Target Rule Setup - Evaluation Rule Setup

• Evaluation Indicator Object: Sales Order - Order Products
• Evaluation Indicator: Order Products.Quantity, Order Products.Subtotal
  • Select the business object for evaluation. In this scenario, it is the evaluation of “sales volume,” corresponding to the quantity and subtotal fields on the order products object.
• Statistics Date: Sales Order.Order Date
  • After selecting the evaluation object and indicator, determine the rule’s statistics date. This scenario requires statistics based on the order date on the sales order.
• Evaluation Dimension Object: Select account object through Sales Order.Account Name
  • Select product object through Order Products.Product Name
• Evaluation Dimension: Accounts.Account Name, Products.Product Name
  • Once the evaluation indicator and statistics date are selected, the system automatically pulls out related evaluation dimension objects based on the indicator object relationship for user selection. In this scenario, it requires evaluation based on sales personnel department, sales personnel, and account name dimensions, corresponding to the department name under the department object selected through the responsible person of the sales order, employee name under the personnel object, and account name under the account object.

Target Rule Setup - Data Range Setup

• Data Range: Sales Order.Life Status is Normal
  • After setting up the evaluation rule, configure the rule’s filter conditions. In this scenario, configure the life status field under the order products object to be normal.

Target Rule Setup - Applicable Departments Setup

• Applicable Departments: Operations Center
  • The final step is to define the scope of applicable departments for the rule. This scenario only evaluates the operations center.

Target Value Setup

• Add Evaluation Dimension
  • Add evaluation for account name
  • Add evaluation for product name
  • Click the plus sign next to the evaluation dimension on the target value page to add the value of the evaluation dimension, setting who to evaluate. In this scenario, first set the account name, then set the product name corresponding to the account name.

• Click the Cell to Set Target Value
  • Set the annual target values for quantity and subtotal
  • Use the weighted decomposition feature to decompose the annual target value to each quarter
  • Use the weighted decomposition feature to decompose the total target to the finest granularity target value
  • First set the total target value, select the annual target column, click weighted decomposition by evaluation cycle to decompose the total target according to the set weight to each quarter’s target value, then select the total target row to decompose according to the set weight to the first dimension - account name, then select each account name subtotal target row to automatically decompose to the second dimension - product name.

Target Analysis

• Analyze Target Achievement through Statistic Chart Capability
  • Create a target achievement analysis chart through New Statistic Chart - Custom Theme - Target Analysis, and analyze data through operations such as drilling down and viewing details.

Case 4: Evaluating Departments + Personnel Target Value Downward Decomposition

• Scenario Description: A manufacturing enterprise focuses on the sales and production delivery of core products. It needs to decompose the company’s annual core targets step by step to each business department and then implement them to each position within the department, ensuring department collaboration and individual execution are aligned with the company’s overall strategy.
• Scenario Breakdown:
  • Evaluation Business: Evaluation Indicator Object: Order Products; Evaluation Indicator: Quantity
  • Who to Evaluate: Evaluation Dimension Object: Departments, Personnel; Evaluation Dimension: Department Name, Employee Name
  • Evaluation Fiscal Year, Evaluation Cycle: Evaluation Fiscal Year: 2023, 2024, 2025; Evaluation Cycle: Quarterly

Target Rule Setup - Basic Information

• Rule Name: Evaluation of Sales Performance by Department Employees
• Fiscal Year for Statistics: 2023, 2024, 2025
  • Select the fiscal year for configuring the target rule. This scenario selects 2023, 2024, 2025.
• Evaluation Cycle: Quarterly
  • Choose the frequency for configuring the target rule, options include yearly, quarterly, monthly, weekly.
• Starting Month: 1st Quarter
  • Select the starting time for the target rule evaluation.
• Description: Evaluation of Sales Performance by Department Employees

Target Rule Setup - Evaluation Rule Setup

• Evaluation Indicator Object: Sales Order - Order Products
  • Evaluation Indicator: Order Products.Quantity
  • Select the business object for evaluation. In this scenario, it is the evaluation of “sales volume,” corresponding to the quantity field on the order products object.
• Statistics Date: Sales Order.Order Date
  • After selecting the evaluation object and indicator, determine the rule’s statistics date. This scenario requires statistics based on the order date on the sales order.
• Evaluation Dimension Object: Select personnel object through Sales Order.Responsible Person, select department object through Sales Order.Responsible Person
  • Evaluation Dimension: Departments.Department Name, Personnel.Employee Name
  • Once the evaluation indicator and statistics date are selected, the system automatically pulls out related evaluation dimension objects based on the indicator object relationship for user selection. In this scenario, it requires evaluation based on sales personnel department and sales personnel dimensions, corresponding to the department name under the department object selected through the responsible person of the sales order, and employee name under the personnel object.

Target Rule Setup - Data Range Setup

• Data Range: Sales Order.Life Status is Normal
  • After setting up the evaluation rule, configure the rule’s filter conditions. In this scenario, configure the life status field under the order products object to be normal.

Target Rule Setup - Applicable Departments Setup

• Applicable Departments: Operations Center, North China Region, East China Region
  • The final step is to define the scope of applicable departments for the rule. This scenario evaluates the operations center and its North China and East China regions. For scenarios where evaluation departments do not cascade, control can be achieved through the switch in the upper right corner.

Target Value Setup

• Add Evaluation Dimension
  • Add evaluation for department name
  • Add evaluation for employee name
  • Click the plus sign next to the evaluation dimension on the target value page to add the value of the evaluation dimension, setting who to evaluate

• Click the Cell to Set Target Value
  • Set the annual target value
  • Use the auto-decomposition feature to decompose the annual target value to each quarter
  • Use the auto-decomposition feature to decompose the total target to the finest granularity target value
  • First set the total target value, select the annual target column, click decompose by evaluation cycle to decompose to each quarter’s target value, then select the total target row to decompose to the first dimension - department name. In this scenario, decompose to the operations center’s target, then click department name to drill down to the operations center’s lower-level departments, select the operations center target row to decompose to all lower-level departments. In this scenario, decompose to North China Region and East China Region, then select department target value to decompose to employees, and proceed with decomposition sequentially.

Case 5: Evaluating Personnel + Products

• Scenario Description: A company in the internet sector sells products such as various suite products and applications. The company evaluates the sales volume of different product lines monthly to maximize profits and increase market share.
• Scenario Breakdown:
  • Evaluation Business: Evaluation Indicator Object: Order Products; Evaluation Indicator: Quantity
  • Who to Evaluate: Evaluation Dimension Object: Products; Evaluation Dimension: Product Line
  • Evaluation Fiscal Year, Evaluation Cycle: Evaluation Fiscal Year: 2023, 2024, 2025; Evaluation Cycle: Monthly

Target Rule Setup - Basic Information

• Rule Name: Evaluation of Sales by Product Line
• Fiscal Year for Statistics: 2023, 2024, 2025
  • Select the fiscal year for configuring the target rule. This scenario selects 2023, 2024, 2025.
• Evaluation Cycle: Monthly
  • Choose the frequency for configuring the target rule, options include yearly, quarterly, monthly, weekly.
• Starting Month: January
  • Select the starting time for the target rule evaluation.
• Description: Evaluation of Sales by Product Line

Target Rule Setup - Evaluation Rule Setup

• Evaluation Indicator Object: Order Products
• Evaluation Indicator: Order Products.Quantity
  • Select the business object for evaluation. In this scenario, it is the evaluation of “sales volume,” corresponding to the quantity field on the order products object.
• Statistics Date: Sales Order.Order Date
  • After selecting the evaluation object and indicator, determine the rule’s statistics date. This scenario requires statistics based on the order date on the sales order.
• Evaluation Dimension Object: Select product object through Order Products.Product Name
• Evaluation Dimension: Products.Product Line
  • Once the evaluation indicator and statistics date are selected, the system automatically pulls out related evaluation dimension objects based on the indicator object relationship for user selection. In this scenario, it requires evaluation based on product line dimension.

Target Rule Setup - Data Range Setup

• Data Range: Sales Order.Life Status is Normal
  • After setting up the evaluation rule, configure the rule’s filter conditions. In this scenario, configure the life status field under the order products object to be normal.

Target Rule Setup - Applicable Departments Setup

• Applicable Departments: Operations Center
  • The final step is to define the scope of applicable departments for the rule. This scenario only evaluates the operations center.

Target Value Setup

• Add Evaluation Dimension
  • Add evaluation for product line
  • Click the plus sign next to the evaluation dimension on the target value page to add the value of the evaluation dimension, setting who to evaluate

• Click the Cell to Set Target Value
  • Set monthly target values at the finest granularity
  • Use the auto-summarization feature to aggregate monthly target values to the annual target

Case 6: Evaluating Accounts

• Scenario Description: A manufacturing company sells its products through retailers and wholesalers. The headquarters issues sales targets each quarter, evaluating the sales performance of retailers and wholesalers.
• Scenario Breakdown:
  • Evaluation Business: Evaluation Indicator Object: Order Products; Evaluation Indicator: Quantity
  • Who to Evaluate: Evaluation Dimension Object: Accounts; Evaluation Dimension: Account Name
  • Evaluation Fiscal Year, Evaluation Cycle: Evaluation Fiscal Year: 2023, 2024, 2025; Evaluation Cycle: Quarterly

Target Rule Setup - Basic Information

• Rule Name: Evaluation of Sales by Accounts
• Fiscal Year for Statistics: 2023, 2024, 2025
  • Select the fiscal year for configuring the target rule. This scenario selects 2023, 2024, 2025.
• Evaluation Cycle: Quarterly
  • Choose the frequency for configuring the target rule, options include yearly, quarterly, monthly, weekly.
• Starting Month: 1st Quarter
  • Select the starting time for the target rule evaluation.
• Description: Evaluation of Sales by Accounts

Target Rule Setup - Evaluation Rule Setup

• Evaluation Indicator Object: Sales Order - Order Products
  • Evaluation Indicator: Order Products.Quantity
  • Select the business object for evaluation. In this scenario, it is the evaluation of “sales volume,” corresponding to the quantity field on the order products object.
• Statistics Date: Sales Order.Order Date
  • After selecting the evaluation object and indicator, determine the rule’s statistics date. This scenario requires statistics based on the order date on the sales order.
• Evaluation Dimension Object: Select account object through Sales Order.Account Name
  • Evaluation Dimension: Accounts.Account Name
  • Once the evaluation indicator and statistics date are selected, the system automatically pulls out related evaluation dimension objects based on the indicator object relationship for user selection. In this scenario, it requires evaluation based on account name dimension.

Target Rule Setup - Data Range Setup

• Data Range: Sales Order.Life Status is Normal
  • After setting up the evaluation rule, configure the rule’s filter conditions. In this scenario, configure the life status field under the order products object to be normal.

Target Rule Setup - Applicable Departments Setup

• Applicable Departments: Operations Center, North China Region, East China Region
  • The final step is to define the scope of applicable departments for the rule. This scenario evaluates the operations center and its North China and East China regions. For scenarios where evaluation departments do not cascade, control can be achieved through the switch in the upper right corner.

Target Value Setup

• Add Evaluation Dimension
  • Add evaluation for account name
  • Click the plus sign next to the evaluation dimension on the target value page to add the value of the evaluation dimension, setting who to evaluate. In this scenario, set the account name.