Step 1: Create a manual data source
Creating employee targets in Plecto is easy. All you need is to create a manual data source and enter the target values.
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 always rename the data source later.
Click Confirm to finish and create the data source.
Move on to Step 2.
Step 2: Add targets
To create targets, you need to add new registrations for each employee in your data source.
To add a registration, click + New in the top-right corner.
Select an employee and enter their target in the field Amount.
Click Save. Repeat these steps to create targets for all the relevant employees.
Once you're done, move to the next step.
Step 3: Create a formula
Now you can create a formula that calculates the sum of the target values.
Go to Formulas > + New formula.
Add a Data function component.
Lookup function – Sum of
Data source – Select the data source you created in Step 1
Field – Amount
(Optional) Add prefix or suffix in the bottom-left if you want to show the currency next to the target value. For example, EUR 20 000.
Click Save in the bottom-right corner.
Move to Step 4.
Step 4: Add employee targets on dashboards
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.