Overview

Bottom-up target adjustments enable users to define specific targets within an organisational hierarchy level and timeframe. This adds granularity to Top-down targets and improves the accuracy of the overall target set. 

After setting Top-down targets, target values would have been auto-populated across each hierarchy level and month. The user is able to drill down into each level and edit as required.


Configuring Bottom-up targets

To edit Bottom-up targets, navigate to Administrationscroll down to Pipeline and click on Pipeline Targets.

On the pipeline targets page, select the Bottom-up icon to drill down

Select the Go to Bottom Up Targets icon to drill down into the Bottom-up target setting detail page.

On the Bottom-up targets page that will appear, you can now navigate to the desired hierarchical level previously configured and set your targets. For instructions on how to set up your organisational hierarchy, see How to set up your organisational structure.


Note: Monthly target values are shown across stages for the complete hierarchy of the site. Navigate by expanding/collapsing the total site target or specific e.g. departments.


Edit target values at the desired level and month by clicking in the field and typing in the new value. The cell will highlight blue to indicate it was manually adjusted.

  • To remove the adjustment just delete the value, if a Top-down value exists for this month, this value will reappear 
  • To remove a Top-down target completely, capture a zero value in the cell


Note: Aggregated values are read-only; targets can be adjusted at the level Top-down was defined at, or lower if required. If no Top-down exists, targets can be captured at any level of the organisation hierarchy.


Drill down to the right department
Or drill down further to a sub-department or team
Update the value as required.
A warning will appear indicating that changes have not been saved
Select Update to save your changes (failing to save will result in loss of changes)


Note: A green pop-up in the bottom right corner of your window will confirm that the adjustment has been saved. 


Hint: All adjustments can be removed by clicking the Reset button at the relevant level - as per the image below.


Use the reset button to remove all changes made to a level.

Warnings

Values are captured cumulatively, and a warning will appear on the total row when an adjustment is not following through the whole period or when a decline in the pipeline is detected.

If any KPI Type does not have a target configured, a warning on the Total Site target will appear as below.

A warning at the Total Site level is displayed if any KPI Type does not have a target configured.

How Bottom-up targets affect other features in PiPware


Some general notes on Bottom-up targets and interaction with other parts of PiPware:

  1. Top-down targets are displayed on all reports unless there is a Bottom-up value for that month - in which case the adjusted target will be displayed. 
  2. The reports that reference targets are:
    1. Cumulative pipeline
    2. Pipeline summary
    3. Pipeline by department
    4. Cumulative benefits report