Create Employee Targets

A guide on how to create targets for your employees in manual data sources in Plecto.

Last updated: Nov. 16, 2021

Comparing your KPIs to a target is one of the best ways to keep track of your business performance. With Plecto, you can create employee and team targets and visualize them on your dashboards to see your progress in real time.

value-of-sales-example.png

The speedometer widget shows an earned sales value compared to the target.

Instead of adding static numbers to your formulas, you can create employee targets in manual data sources. The formulas will get automatically updated whenever you change registration values in the data sources.

Creating employee targets in Plecto is easy. All you need is to create a manual data source and enter the target values. Here's how:

  • Go to Data management > Data sources+ New data source.
  • Scroll to the bottom of the page and choose "Sales target" under "Manual data entry." You can rename the data source after.
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When adding a new data source for your employee targets, choose the Sales target data source.

  • Click "Confirm."
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Press "Confirm" to create the data source.

Your data source is now ready. You can find it under Data management > Data sources.

Read more: Learn about manual data sources in Plecto.

To create targets, you need to add new registrations for each employee in your data source. To add a registration, click on the "+ New" button in the top-right corner. Select an employee and enter their target in the field "Amount."

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Fill out all the required registration fields.

Important: Created date

Please pay attention to the "Created date" field in the data source. The created date in manual data sources is usually the default date used in formulas. If your registrations are created outside the selected time period on the widget, you will not see the target metrics.

For example, if we are in October and you added the employee targets in September, the dashboard or report will show 0 for the current month. It is because the metrics will only include data from registrations created within the selected time period. Therefore, make sure to update the created date fields in your data source or apply history modifiers to your formulas.

Now you can create a formula that calculates the sum of the target values. Go to KPI management > Formulas > + New formula and create a formula like the following:

example-sum-of-sales-targets.png

You can now add your KPIs to dashboards. The best way to get an overview and compare the actual values with employee targets is by adding a table widget to the dashboard.

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You can also display the target reach in percentages. For example, if you are tracking sales, create a formula that divides the sales value by the sum of employee targets. Make sure to change the number format to percent in the formula editor.

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Tip: Feel free to add conditional colors to your formula to display the metrics on widgets in different colors based on custom values.

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