A performance agreement is a simple success criterion between an employee and their manager that's based on a formula from your Plecto data. For example, Susan and her manager can create a performance agreement that states she should book 20 meetings this month.
To access the feature, you must be a team manager. Performance agreements are only visible to the team manager, and team managers can only access their team's agreements.
How to create a performance agreement
Go to Coaching > Performance agreements. You will see all employees that are part of your team.
Click + New performance agreement below an employee's name.
Add a team.
Choose a formula to track (for example, Value of Won Deals).
Add a target value.
Choose a time period. Your employee will have to reach the established target within this time period.
Click Save to finish.
To delete a performance agreement, click on the X button on the right to the progress bar.