Create a Scalar Target
Flow of Target Creation
Creating targets involves four basic steps. The flow of target creation is shown in the figure below
Steps to create a target with a basic definition and a goal
- Access your Fullcast instance and switch plans if applicable.
- Click Manage Targets on the Territories tile.
- Select Add New tab in the Targets screen that appears.
- Complete configuring the target based on the information in the table below:
| Option | Action/Description |
| Target Name | A unique identifier for the target. |
| Type | Select scalar value. This is where the target is the same every month. |
| Actuals | This metric measures the actual progress of the target. Every target must have a metric. |
| Fiscal | The fiscal year that the target is for. |
| Start Date | The date this target started. |
| End Date | The date this target will end. |
| Role | No target can be created without having a person in a role responsible and accountable for it. All targets must be assigned to a specific role, and when a person is assigned to that role – they would inherit the target. |
| Split Type | Identifies whether people in the same role split the target or get the whole target. |
| Group | A label is used to group targets for easy representation. This has no impact on functionality. E.g. In a compensation plan, targets are usually measured under various categories. It is better to use hashtags (#) to name groups. |
- Check the box to automatically distribute the target if applicable.
Note: This distributes the targets automatically when a new territory is created. Assign a distribution amount. Now when a new child node is created, the specified amount of target is automatically distributed to the new node.
- Configure the target’s goals
- Identify how to manage distribution from the distribution method dropdown menu.
Notes:
- If there is no need for automatic distribution of target to new nodes, then you can choose normal distribution of a target which gives the options: Do not distribute, distribute equally, or ratio based on field.
- When the automatic distribution of target option is selected, the normal distribution options do not come into action for the new nodes.