Edition: All Editions

Audience: Target Admin

Set Targets in Targets Admin

This article explains how to set targets for users in Targets Admin.

Steps

1. Go to Admin > Targets > Add New Target.
2. In the Metric section, select the metric to set a target against from the dropdown menu.
   
   • Note that certain metrics (e.g. Live Jobs) are not targetable and will not appear in this dropdown.
3. Check the Make this target a priority checkbox if you want to set this as a Priority Target. For more information, see Set a Priority Target.
   
4. In the Target Period section, choose whether to set the target to weekly or monthly, and choose the date for the target to start from.
   
   • You may want to backdate targets or set targets to start at a future date.
5. In the Target Value section, set a target value. If you are setting a financial target, choose the currency for the target value.
   
6. In the Users/Groups section, select either User to set the target at a user level, or Group to set the target at a group level.
   
   
   • Choosing the group level will only set a target at that specific level and will not filter down to the users in that group.
7. Use the checkboxes to select the users or groups the target should be set for. You can select multiple users or groups.
   
8. Click Set Target to add the target to the selected users / groups.
   
   • Clicking Cancel will reset all the options you have selected, allowing you to start over.

Once you've set a target, you can view it in the View and Edit Current Targets section in Targets Admin. Select a metric from the dropdown to view all targets that have been set against that metric.