Definition and Related Concepts of Multi-Dimensional Target Management

I. Introduction to Multi-Dimensional Target Management

II. SMART Target Management Methodology

1. S - Specific
2. M - Measurable
3. A - Attainable
4. R - Relevant
5. T - Time-bound

III. ShareCRM Target Management Process

1. Configure Target Rules: Define assessment dimensions (Departments/Individuals, Accounts, Products, Partners), assessment dimensions, assessment indicators, fiscal year, and assessment cycle, corresponding to the S, R, T in the SMART methodology.
2. Set Target Values: Establish appropriate and achievable target values, corresponding to the A in the SMART methodology.
3. Analyze Completion Status: Support the configuration of target Statistic Charts as needed to measure target achievement, corresponding to the M in the SMART methodology.

IV. System Usage Process Instructions

1. The CRM administrator creates new target rules under the Management > Business Rules Management > Target Rules menu, determining the target assessment objects, assessment dimensions, assessment indicators, fiscal year, assessment cycle, and applicable scope. Once confirmed without the need for adjustments, activate the target rules. Please refer to Configure Multi-Dimensional Target Rules.
2. Employees set target values under the “Target” menu, which can be set individually or uniformly by the Target Administrator. Note: Inactive rules are not visible here. Please refer to Set Multi-Dimensional Target Values.
3. Employees can analyze completion status under the pre-set target completion Dashboard. Please refer to Multi-Dimensional Target Completion Analysis.
4. For typical cases of multi-dimensional target management, please refer to Multi-Dimensional Target Management Cases.