Set Targets

Set Targets

Administrators can set all types of targets (company, teams, and individual) for the active Motivator users. Other users can only view their scorecards and create personal targets. The free plan (including trial) only supports company targets. Target notifications are only sent to active Motivator users.

Set a new target

  1. Click Action Menu icon [...] in the top-right corner of any KPI tile and select Set Targets for this KPI.
    OR
    Click +TARGET at the top of the dashboard and select New Target.

  2. Select a target period from the Set Target Period dropdown menu.

  3. Specify targets for your Personal Target, Company, Teams and/or Individuals. You can also send notifications when the target period is nearing an end if the target status is not "on track", as well as final target status notifications at the end of each target period. Target notifications are only sent to active Motivator users.  To disable all email notifications, click here.

  4. When you are done, click NEXT. You will be sent to the Review screen.

  5. Confirm your settings and click SAVE.
    ​

Add existing targets to the dashboard

  1. Click +TARGET button at the top of the dashboard.
  2. Select the existing target you’d like to add from the dropdown.
  3. Select your configuration from the available options.

  4. To add multiple tiles at once, select from the available choices and click REVIEW.
  5. Select the items which you want to add to the dashboard and click APPLY.

    • Related Articles

    • Targets/Scorecards - An Introduction

      The Targets page shows targets set for the company, teams, and individuals. Administrators can view all targets, targets they're managing, their scorecard, and their personal targets. Non-administrators can view their scorecard and personal targets. ...

    • Manage Targets

      Edit a target Click Action Menu icon [...] of the target you want to edit. Select Edit Target. Make the necessary changes in the Set Target screen and click NEXT. Review the changes made and click SAVE.   Filter targets (in the All Targets page) You ...

    • Set Week, Fiscal Year, and Time Zone

      Match the work week and fiscal year in Motivator to those used in your company and ensure that Zoho Motivator tracks and reports weekly and yearly KPIs and targets as expected. Set week, fiscal year, bi-weekly settings, and time zone Click your name ...

    • Set criteria

      Criteria are the fundamental filters of Conditional Assignment. To add a criteria: Choose Users matching the criteria when configuring the rule. Choose an attribute to filter users with. Set the value for the criteria, and the relationship between ...

    • Set a baseline

      You can set a baseline with the help Milestone Gantt chart. Navigate to a project and then select  Reports > Milestone Gantt. Click  in the upper right corner. Click  Set Baseline. Enter the baseline name and click  Set Baseline. A baseline is ...