Manage Targets

Manage Targets

Edit a target

  1. Click Action Menu icon [...] of the target you want to edit.
  2. Select Edit Target.
  3. Make the necessary changes in the Set Target screen and click NEXT.
  4. Review the changes made and click SAVE.

 

Filter targets (in the All Targets page)

You can filter targets based on the percentage of current value to today’s goal in the All Targets page.

  1. Click TARGETS button in the top navigation bar and select All.
  2. Click FILTER button at the top right of the page. Once the filter is applied, the FILTER bar will appear above the tiles. To hide the FILTER bar, click x in the right.
  3. Select filter from the available options.
    • Targets: Select the targets to show based on the percentage the current value is of today’s goal. The percentage is indicated by the progress indicator with the color based on the status coloring. (See Pacing indicators for details)
    • Period: Select the duration of KPIs to show.
    • People: Select whose KPIs to show.
    • KPIs: Select which KPIs you want to show from the existing KPIs.
  4. Click APPLY.

 

Delete a target

  1. Click Action Menu icon [...] of the target you want to delete.

  2. Select Remove Target permanently from the System.

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