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In order to set targets one OneUp, you need to be an Admin user.
Creating New Targets

Log into your OneUp Dashboard.
Go to the Settings menu in the bottom left corner of your screen.
From the menu that appears, click Targets.
The page that loads shows an empty table for displaying your targets. Click the + Assign a Target button in the top left of the targets table.
A window appears for creating your target. First, select the users you’d like to assign the target to.

We recommend setting blanket targets across all your users and tweaking individual differences as and when!
Then select the metric you'd like to target your consultants on. Once you've done that, press next underneath the metric dropdown.
Input the value (what your target for this metric is) and time interval for that specific target (i.e. per day, week or month etc.). Then click next.

For targets measuring time (for example total call time), you should enter the time in the value box in seconds.
Select your start and end date.

You can backdate your target if it's been in place for the whole year. Simply choose a start date in the past.
You can create an indefinite target by leaving the End Date box blank.
Click Create Target, and you're done!

Editing Targets

You will see the coloured bars appear next to your users names which represent the targets set.
To edit or delete these targets, simply click into the coloured bar. The edit form will reappear where you can simply change the quantity for the target or delete it altogether!

Targets will show on user Dashboards, in the Matrix, on Leaderboards, and on any target slideshows!

Make sure you have set your figure relative to the time period selected! Targets will divide/accumulate to represent the date range selected in areas such as Dashboard and Matrix. i.e you can view your monthly target as a larger figure when viewing data for the whole quarter or year.
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