How to Configure Monthly KPI Targets

 Before you begin

• Ensure you have access to the portal.
• Ensure you have permission to create and manage custom fields.

Resolve the issue

1. Sign in to the portal.
2. Navigate to the Custom Fields page.
   • Go to Insights.
   • Select Custom Fields.
     
     
3. Create a new custom field.
   • Click Create.
4. Enter the KPI target key.
   • In the Key field, use the following format:
     

     sales target/collection target;agent_code;year;month

   • Replace the values with the appropriate target type, agent code, year, and month.
5. Enter the KPI target value.
   • In the Value field, enter the target amount for the specified month.
6. Create the custom field.
   • Review the information and save the record.

Confirm the issue is resolved

• Verify that the new custom field appears in the Custom Fields list.
• Confirm that the correct target value is associated with the specified agent, year, and month.

Additional information

• Create a separate custom field entry for each monthly target that needs to be tracked.
• Ensure the key format remains consistent so targets can be identified correctly by the system.