Set Targets

Set Targets

Administrators can set all types of targets (company, teams, and individual) for the active Motivator users. Other users can only view their scorecards and create personal targets. The free plan (including trial) only supports company targets. Target notifications are only sent to active Motivator users.

Set a new target

  1. Click Action Menu icon [...] in the top-right corner of any KPI tile and select Set Targets for this KPI.
    OR
    Click +TARGET at the top of the dashboard and select New Target.

  2. Select a target period from the Set Target Period dropdown menu.

  3. Specify targets for your Personal Target, Company, Teams and/or Individuals. You can also send notifications when the target period is nearing an end if the target status is not "on track", as well as final target status notifications at the end of each target period. Target notifications are only sent to active Motivator users.  To disable all email notifications, click here.

  4. When you are done, click NEXT. You will be sent to the Review screen.
  5. Confirm your settings and click SAVE.

Add existing targets to the dashboard

  1. Click +TARGET button at the top of the dashboard.
  2. Select the existing target you’d like to add from the dropdown.
  3. Select your configuration from the available options.

  4. To add multiple tiles at once, select from the available choices and click REVIEW.
  5. Select the items which you want to add to the dashboard and click APPLY.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION





                              Quick Links Workflow Automation Data Collection
                              Web Forms Enterprise Begin Data Collection
                              Interactive Forms Workplace Data Collection App
                              CRM Forms Customer Service Accessible Forms
                              Digital Forms Marketing Forms for Small Business
                              HTML Forms Education Forms for Enterprise
                              Contact Forms E-commerce Forms for any business
                              Lead Generation Forms Healthcare Forms for Startups
                              Wordpress Forms Customer onboarding Order Forms for Small Business
                              No Code Forms Construction RSVP tool for holidays
                              Free Forms Travel
                              Prefill Forms Non-Profit

                              Intake Forms Legal
                              Mobile App
                              Form Designer HR
                              Mobile Forms
                              Card Forms Food Offline Forms
                              Assign Forms Photography
                              Mobile Forms Features
                              Translate Forms Real Estate Kiosk in Mobile Forms
                              Electronic Forms

                              Notification Emails for Forms Alternatives Security & Compliance
                              Holiday Forms Google Forms alternative  GDPR
                              Form to PDF Jotform alternative HIPAA Forms
                              Email Forms
                              Encrypted Forms
                              Embeddable Forms
                              Secure Forms
                              Drag & drop form builder
                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now




                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Targets/Scorecards - An Introduction

                                                                                                                          The Targets page shows targets set for the company, teams, and individuals. Administrators can view all targets, targets they're managing, their scorecard, and their personal targets. Non-administrators can view their scorecard and personal targets. ...
                                                                                                                        • Manage Targets

                                                                                                                          Edit a target Click Action Menu icon [...] of the target you want to edit. Select Edit Target. Make the necessary changes in the Set Target screen and click NEXT. Review the changes made and click SAVE.   Filter targets (in the All Targets page) You ...
                                                                                                                        • How easy is it to set up?

                                                                                                                          Assuming you already have a Zoho CRM account, you can login to Motivator and begin visualizing and analyzing your sales performance in minutes. Most people are able to configure KPIs, set-up targets, and start contests with a day. Visit our User ...
                                                                                                                        • Set Week, Fiscal Year, and Time Zone

                                                                                                                          Match the work week and fiscal year in Motivator to those used in your company and ensure that Zoho Motivator tracks and reports weekly and yearly KPIs and targets as expected. Set week, fiscal year, bi-weekly settings, and time zone Click your name ...
                                                                                                                        • Getting Started

                                                                                                                          Before you start using Zoho Motivator, we recommend configuring your account settings and exploring the interface a bit. Be sure to check out Dashboards , Targets , Contests , TV Channels , and Live Dashboards to get a better understanding of the ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources