Create Employee Targets

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.

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:

1. Go to Data management > Data sources > + New data source.
2. Scroll to the bottom of the page and choose Sales target under Manual data entry. You can always rename the data source later.

3. Click Confirm to finish and create the data source.

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

To create targets, you need to add new registrations for each employee in your data source.

1. To add a registration, click + New in the top-right corner. Select an employee and enter their target in the field Amount.

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.

1. Go to Formulas > + New formula and create a formula like the following:

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.

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.