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Set Up and View Employee Performance Targets in Shortcuts
The Targets feature in Shortcuts allows you and your team to effectively monitor key performance indicators (KPIs) and stay on track with weekly goals. This tool provides valuable insights on business and employee performance, accessible from any internet-enabled device
How to Set Up Performance Targets
- Login: Open your preferred browser and log in to your Shortcut Cloud page.
- Navigate to Targets Setup: Go to Menu > Employees > Targets Setup.
- Choose Target Scope: You can set targets for:
- The entire business
- Individual employees (or both)
- Select Relevant KPIs: Only set targets for the KPIs that are most relevant to your team. Not all KPIs need targets.
- Save Changes: Once you've set your targets, click Done to save your settings.
How to View Performance Targets
- Access the Targets Dashboard:
- Go to Reports and select Targets.
- Dashboard Overview: The dashboard displays your team’s progress against KPIs:
- Actual vs. Target: Each KPI shows actual figures and the percentage of the target achieved.
- Graphical Representation: Solid blue lines show actual results, while dashed lines represent target values.
- For sales KPIs, a blue dashed line also represents pre-booked appointment values.
- Filters: Use filters to:
- Select a specific date range (one or two weeks).
- Switch between different sites or employees.
- Interactive Graphs: Hover over graph areas for more detailed information.
Key Takeaways
- Monitor KPIs: Stay on top of key performance metrics easily.
- Flexibility: Set individual or business-wide targets.
- Real-Time Tracking: Access performance data anytime, anywhere.