How To: Adding targets

Targets are a handy way of setting a specific goal for yourself or for your co-workers. Setting (and achieving) a realistic target can help boost everyone's motivation and, therefore, increase the productivity of the entire company (certainly if there is a bonus attached!).

With Teamleader, it is also possible to define such targets on the basis of a number of different parameters. For example, targets can be made for turnover, deals, calls, appointments, tasks and results. With each of these types, extra settings can be selected to make the target even more specific.

In this blog we would like to show you an example of how you can set a target. There are many possibilities so we will only discuss the way in which you can set a target on deals because this target considers the most parameters.

Creating a target

To create a target, navigate to the Statistics module. Select "Targets" in the submenu. At the top you will see a "+" symbol. Click it. A pop-up menu will be displayed that you can use to define the parameters for the new target.

First select a type of target. In this case, it will be the type "Deals". You will immediately see that several optional filters have been added. We will discuss these later in the article. At the moment, we will continue with the general filters.

To begin with, select for which phase of the deal this target should apply. Your sales process has different phases and you can have your target calculated on that basis. In this case, we select the "Accepted" phase. Our target will, therefore, only filter on the deals in this phase.

We can also indicate a subtype as a second parameter. Different options are also available here. It is possible to sort the deals by user, source etc.

We can, for example, select "10" as the value for the target and we can select a weekly period. This ensures that the goal that we set is that we want to achieve 10 accepted offers per week. For "Repeat until" we can select how long we want this target to apply. If we do not enter anything here, the target will be repeated indefinitely.

We can also continue and select whether or not the target will be available for everyone. If we do not, only users with administration right will be able to see the target.

Optional filters

In addition to these parameters, there are also a few optional filters that could deviate from the type of target that you select. For "Deals", for example, we could select a person for whom the target applies, or filter based on the origin of the deal. A few custom fields that apply to deals can also be used for filtering.

We will select the person filter "Jeroen De Wit" and ignore the filter for origin. If we click save, we can see under "Deals" that a new target has been created for Jeroen De Wit. Currently, Jeroen's target is red, which means that he does not have enough accepted offers this week to be "on target". The horizontal line on the target indicates the number he should have reached to be on target. If now we set an offer for which Jeroen in responsible as "Accepted", we would notice that the target becomes green. If the achieved value lies very close to the target value, the target turns blue.

Details and history

It is also possible to look at the progress of the target in detail. If we click the target itself, a new window will be displayed where we can examine the progress of the target in detail. An extensive graph shows the details of the progress. To the right of this graph there is another box with a date. Under this date, there is a "+" button. If you click this button, an orange graph will be drawn in the current graph. This orange line indicates the progress of the previous period of this target. You can also compare different periods by clicking the arrows next to the data in the box next to the graph. In this way, we can, for example, quickly see how good (or bad) we are doing compared to the same time a week/month/year earlier.

As we can see in the image above, the current expectation (blue line) is the same as the results of last week (orange line). The number of calls that have occurred up until now is slightly lower that the number of calls at the same time the week before.

Below an overview is shown of the target in the past (if there is enough data). The figure below shows a history of a target based on the number of calls made in one week.

Now that you know how to set targets, you can get started. You can set an unlimited number of targets on the basis of different parameters for different teams or people.

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