Viewing Targets for your team

To display all current targets for your team:

In the menu, select the process that hosts the Targets process, and in the Team section, select the process:

Screenshot: Selecting the Service hosting Targets from the Team section of the Navigation menu

Note You can also access the team view of the process from your My Team menu, or by using the Team View toggle from your own view of the process.

WX displays the Team Targets page for your team, with Draft, Active, and Closed tabs:

Screenshot: Team Targets detail view

To drill down to display the targets for each Team Member, select the Team Member name.

The summary values are as follows:

  • Annual Target Count: the total number of current, active Targets held by your Team Members

  • Annual Target Total: the total financial value of all current, active targets held by your Team Members.

    When Team Member Targets are set in more than one currency, Annual Target Total is shown in the reporting currency for your organization.

  • Achieved YTD, %: the current total achieved in the financial year to date as a percentage of the annual total.