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Setting Up and Monitoring Performance Targets
The Shortcuts Targets feature enables businesses to track key performance indicators (KPIs) and motivate teams to meet weekly goals. With access available via any internet-enabled device, it provides flexibility and convenience for performance monitoring.
Setting Up Performance Targets
Step 1: Access the Targets Setup
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Open your preferred internet browser.
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Log in to pos.shortcutsoftware.com.
Step 2: Configure Targets
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Navigate to Employees
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Select Targets Setup.
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Choose to set targets for:
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The Business as a Whole - Ideal for overall performance monitoring.
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Individual Employees - Useful for personal performance tracking.
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Both Business and Employees - Comprehensive tracking.
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Input targets for relevant KPIs. (Not all KPIs require targets—focus on what matters most.)
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Click Done to save changes.
Viewing the Targets Dashboard
Accessing Reports
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Go to Reports.
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Select Targets.
Dashboard Features
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KPI Tracking - View actual performance against targets.
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Percentage Metrics - Displays the percentage of targets achieved.
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Graphical Insights - Visual comparison of:
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Solid Blue Line: Actual performance.
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Dashed Grey Line: Target figures.
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Dashed Blue Line: Pre-booked appointment value (for sales KPIs).
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Customization and Filters
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Date Range - Filter by one or two weeks at a time.
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Sites and Employees - Switch views for detailed insights.
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Hover Tooltips - Get more details by hovering over specific data points.
Key Benefits
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Real-Time Monitoring - Access performance data anytime, anywhere.
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Actionable Insights - Spot trends and adjust strategies quickly.
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Team Motivation - Clear goals drive accountability and performance.