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Company Goals

The company goal is the company's target for a year, for example the number of cases to complete. It is used in two places:

  • The Company Goals card on the Dashboard shows how far the company is this year.
  • The Yearly Bonus uses it for Company Target Completion (%), which decides the profit tier.

There can only be one goal for each year.

To open it: in the left menu, click Setting > Company Goals.

Permissions​

Set in Role & Permission:

ItemPermission
Company Goals menu and listCompany Goals > View
Create GoalCompany Goals > Create
EditCompany Goals > Edit
DeleteCompany Goals > Delete

Company Goals List​

The Company Goals List, with its parts numbered 1 to 4

  1. Create Goal: opens the form to add a goal. You only see it if your role can create company goals.
  2. Goal table: the Goal Title, Goal Type, Target Value and Year. The newest year is shown first. Click Goal Type or Year to sort.
  3. Action:
    • Edit: opens the goal to change it. You need permission to edit company goals.
    • Delete: click it, then Yes, to delete the goal. You need permission to delete company goals.
  4. Pages: use Results per page and the page numbers to move between pages.

How progress is counted​

Goal TypeWhat is counted
CaseThe number of cases that reached Completed Cases during the year, for the whole company. A case that is later moved out of Completed Cases stops counting
SalesNot counted yet. The progress stays empty
caution

Use Case for the yearly goal. A Sales goal can't be used for the Yearly Bonus: submitting the yearly bonus fails with The company goal type of … has no calculation yet.

Create a goal​

Click Create Goal.

The Create Goal form, with its parts numbered 1 to 9

  1. Back: returns to the list without saving.
  2. Goal Title (EN): the title in English, for example "Yearly Case Target". Fill in the English or the Chinese title, or both.
  3. Goal Title (CN): the title in Chinese.
  4. Goal Message (EN) (optional): a short description.
  5. Goal Message (CN) (optional).
  6. Year (required): the current year is selected.
  7. Goal Type (required): Case or Sales.
  8. Target Value (required): a whole number greater than 0, for example 500 cases. You can only type digits.
  9. Submit: saves the goal. You see Company goal created successfully and return to the list. Click Cancel to leave without saving.

If the year already has a goal, you see Company goal for … already exists. Edit the existing goal instead.

Edit a goal​

Click Edit on a row, change the fields, then click Update. You see Company goal updated successfully. The year can't be changed.

A yearly bonus that is already submitted or approved keeps the figures it was submitted with. Changing or deleting the goal afterwards doesn't change it.