Configuration of Multi-Dimensional Target Rules

• Target rules define the multi-dimensional management rules for enterprise targets, including assessment objects, assessment dimensions, assessment indicators, fiscal year, assessment cycle, and applicable scope.
• Operating Roles: CRM Administrator or management Roles with permissions for Management > Business Rule Management > Target Rules

I. Process for Configuring Target Rules

Target Rule Settings - Basic Rule Information

• Rule Name: Define the name of the multi-dimensional target rule.
• Fiscal Year: Define the fiscal year for the multi-dimensional target rule statistics, selectable from four years before the current year to five years after the current year.
• Assessment Cycle: Define the assessment cycle for the multi-dimensional target rule, selectable as year, quarter, month, or week.
• Start Time: Define the start time for the multi-dimensional target rule.
• Description: Define the description information for the multi-dimensional target rule.

Target Rule Settings - Assessment Target Rule Settings

• Assessment Indicator Object: Define the indicator object assessed by the multi-dimensional target rule.
• Assessment Indicator: Define the indicators assessed by the multi-dimensional target rule.
• Statistical Date: Define the date field used for statistics in the multi-dimensional target rule.
• Assessment Dimension Object: Define the dimension object assessed by the multi-dimensional target rule.
• Assessment Dimension: Define the dimensions assessed by the multi-dimensional target rule.

Target Rule Settings - Assessment Rule Data Scope Settings

• Data Scope: Define the data scope for the multi-dimensional target rule.

Target Rule Settings - Target Rule View Page Echo

• Applicable Departments: Define the departments applicable to the multi-dimensional target rule.
• Copy Target Rule: For already created target rules, support saving as in the last step of the target rule.