Employee Wise Target Report

The report helps in keeping track of the targets allotted to the employees. The report reflects the achieved targets by the employees (overall/category wise) against the total target assigned to them.

Date Range Filter: Yes. Month wise filter up to 6 months.

Report Logic: Achieved targets are calculated based on the current mapping of the Products. Means, if a Product of 1 category is shifted to another category. The achieved value against the Product will now reflect under the category in which the Product is currently mapped.

Understanding the Headers in the sheet (from left to right):

1. Header (1-4) Employee Hierarchy: Hierarchy of a Field User. For Ex: ZonalSalesManager (Level-4) > RegionalSalesManager (Level-3) > AreaSalesManager (Level-2) > User.
2. Employee Rank: Rank of the user at which he is present in Company Hierarchy.
3. Header (6-8): Overall Target vs Achievement for the Employee. That is sum of targets of all the months in all the Categories assigned to the employee under the date range (for which the report is extracted).
   1. Target: Total Target of the Employee.
   2. Achieved: Target achieved by the Employee in current duration.
   3. Achieved %: Achievement by the Employee in % basis.

4. Header (9-11): Category wise target allotted to the Employee for a certain month. The Category is mentioned over these Headers.
5. Header (12-14): Targets allotted for another category for certain month.