Targets
Targets
In this section, you can establish goals, making it easier to analyze your performance against annual or quarterly objectives by setting specific targets.
To manage and view your targets, navigate to the Targets section in the menu (Define & Track > Targets):
Create a Target
To create a target follow below steps:
- Click on the button to “Add a new Target”
- Select and define the details of the new target
- Target name
- Date Range
- Target Type (you can choose target type from the drop-down list)
- Portal
- Target Value (only add the number, it will be handled as % or Score depending on the Target Type)
- Save
Target name
This will be displayed in the Target List view and helps you identify it. The Target list is the start page when navigated to the Target Section.
Target Type
You can choose between the following options:
- Comment rate
- CSAT Score
- CES Score
- NPS Score
- Public Reviews Score
- Portals Score
- Alerts Resolve Rate
Target Value
Only add the number, it will be handled as % or Score depending on the Target Type.
Note: The Creator and Assignee will always be prefilled depending on the user and navigated area you are logged in with. The target will be visible only to the Creator and the Assignee. This includes all Assignee hotels (in case of hotel chain) as they contribute in achieving/failing of the Target.
Set Targets for the Hotel Chain
To create a target for a hotel beneath you, you need to navigate to the respective level:
- Open the navigation on top of the page
- Select and navigate to the Assignee for the target (double click)
- In the target section you can now create a target for a selected hotel belonging to a hotel chain. You will remain as the Creator.
Note: The target will be assigned to a chain and a hotel below the selected level. It will also be displayed in their target list.
Note:
- Each chain account user should be able to create targets for a specific KPI to all accounts below. When the chain user creates a target on their level, it will be set to all accounts below.
- If the chain account user wants to create a target for a specific sub-chain in the hierarchy, he should navigate to this account’s target page and generate the target there, it will be associated with his/her user account.
- Each chain account user can display any targets set to any account below by a higher chain account in the hierarchy by navigating to this specific account.
- Chain accounts cannot see targets set by any account below their level—only targets set by higher levels.
Target List
Below you can see an overview of the Targets you created or assigned to you.
- You can filter by target start- or end date
Sort by:
- Target & Data range
- Creator
- Target Type & Value
- Progress vs Current Value
- Target Status column ( Pending, Open, Closed)
- Quickly identify your current progress for the Target but also identify how many businesses are assigned to the target and not performing well
- If multiple businesses are included in a Target, you can navigate to the Business Details view (see Business Details) by clicking on the target
Edit/Delete a Target
To edit or delete a target, click the edit icon on the right side of the table. Only the Creator of a Target (and users of the same Account) can edit or delete Targets.
Note: Editing / Deleting will update the target values for all accounts included in this Assignee.
Target statuses
Definitions:
- Failing: When the status is Open and current score < Target
- Failed: When the status is Closed and current score < Target
- Achieving: When the status is Open and current score > = Target
- Achieved: When the status is Closed and current score > = Target
- No data collected / Waiting for a data: It simply means that no data has been collected for this target yet
Business Details
To drill down on the details view on how the surveys included for a target are performing, the Business Details view will give you a nice and quick overview.
All relevant information about the target settings is mentioned in the top section of the page.
The main Target Assignee is displayed as a benchmark on top of the table.
Sorting is possible for all columns.
Note: The table only considers business with data for this Target and marks it as e.g. Achieving... or Failing... If e.g. a hotel has not collected any data yet, it will be considered in the total Number of Businesses but not be displayed in the table.
Please consider those three important notes:
- To create a Target for a different Assignee, navigate to the respective Account.
- The Target will be visible to the Creator and the Assignee including all included Subaccounts of the Assignee.
- Only the Creator (and users of the same Account) can edit or delete targets. The changes will be applied to all Accounts included in this target.