Published at: 2025-10-30
Analysis of Multi-Dimensional Target Achievement
Multi-Dimensional Target Management Process Step 3: Analysis of Multi-Dimensional Target Completion
I. Create a New Multi-Dimensional Target Analysis Chart
Different assessment rules require analyzing target completion under different subjects:
| Assessment Object | Assessment Dimension | Supported Analysis Subject | New Chart Entry |
|---|---|---|---|
| Personnel Only | Main Dept. and employee name used alone or together | Employee Subject, Dept. Subject, or Target Analysis Subject | 1st: Reports - New Chart - From Template - Template under Personnel Performance Analysis 2nd: Reports - New Chart - From Template - Template under Dept. Analysis 3rd: Reports - New Chart - Custom Theme - Target Analysis |
| Account Only | Account Name | Account Subject or Target Analysis Subject | 1st: Reports - New Chart - From Template - Template under Account Analysis 2nd: Reports - New Chart - Custom Theme - Target Analysis |
| Account Only | Province/City, other account dimensions | Target Analysis Subject | Reports - New Chart - Custom Theme - Target Analysis |
| Products Only | Product Name | Products Subject or Target Analysis Subject | 1st: Reports - New Chart - From Template - Template under Product Analysis 2nd: Reports - New Chart - Custom Theme - Target Analysis |
| Products Only | Product Category, other product dimensions | Target Analysis Subject | Reports - New Chart - Custom Theme - Target Analysis |
| Partners Only | Partner Name | Partner Subject or Target Analysis Subject | Reports - New Chart - Custom Theme - Partner Statistics 2nd: Reports - New Chart - Custom Theme - Target Analysis |
| Partners Only | Province/City, other partner dimensions | Target Analysis Subject | Reports - New Chart - Custom Theme - Target Analysis |
| Other than Personnel, Partners, Products, Accounts | Any Dimension | Target Analysis Subject | Reports - New Chart - Custom Theme - Target Analysis |
| Multiple Different Objects | Any Dimension | Target Analysis Subject | Reports - New Chart - Custom Theme - Target Analysis |
Differences:
- Chart permissions follow object subject permissions.
- Under the Target Analysis Subject, only target value and completion value indicators can be analyzed; under Personnel, Account, Products, and Partner Subjects, target value and completion value can be analyzed with other indicators.
1. Create Using System-Predefined Templates
1.1 Employee, Account, Product Analysis Templates
- Under Employee Subject and Target Subject, personnel target achievement can be analyzed. When analyzing Dept. target achievement (using main Dept. as a dimension), it refers to the personnel’s main Dept.
- If you need to analyze Dept. achievement by data ownership Dept. or custom Dept., use the “Dept. Subject” for analysis, and select the corresponding Dept. relationship when configuring target rules.
- Under “Personnel Performance Analysis,” two templates related to target analysis are preset, supporting only the analysis of target rules for assessed personnel.
- Target charts created under “Employee Subject” can meet the need for joint analysis of target value, completion value, and other indicators.
- The analysis capabilities of Account Subject and Products Subject are the same and will not be repeated.
1.2 Custom Theme - Target Analysis
- Under “Custom Theme - Target Analysis,” the analysis of target rules for all assessed objects is supported.
- Supports multi-dimensional target analysis.
II. Target Completion Dashboard
On the target value list page, click the view dashboard button behind each target rule to view the completion data corresponding to each target rule.
III. Summary of Target Chart Capabilities
- When the dimension is a date, it supports the same period and year-on-year comparison of target value, completion value, and completion rate.
- Supports indicator calculations, such as completion rate = completion value/target value, uncompleted value = target value - completion value, and supports calculations with other indicators.
- Supports statistical analysis of target value, completion value, and other indicators within the subject.
- Dimension: Supports full-dimensional field analysis of target completion for Accounts, Products, and Partners, with flexible drill-down and detail viewing.
- Supports dual dimensions, including stacked bar charts, stacked line charts, cross tables, and other chart types.
- Custom target charts and custom dashboards.