Overview

The Ideas pipeline lists all initiatives (ideas) with the potential to deliver financial or non-financial business improvement benefits to the organisation. Ideas progress through the pipeline when they meet the criteria for each stage and are approved to move to the next stage.

Pipeline targets are the expected value that will be delivered in each stage of the pipeline Pipeline targets are the expected value that will be delivered in each stage of the pipeline and should be set prior to transitioning ideas into the pipeline. The new pipeline target setting feature allows for targets to be set by stage and KPI type in a top-down approach or by KPI type, stage and period in a bottom-up approach. 

The previous target setting feature required targets to be set at a pipeline, run rate benefit and cash benefit level and was complicated and not intuitive. The new pipeline target setting functionality released in May 2022 makes it a lot simpler to enter targets and provides flexibility for customising targets to your needs.

With the new functionality, targets are still set at the pipeline level and do not impact targets set on an individual idea. You can still set these separately.

The new simpler, combined ‘top-down, bottom-up’ pipeline target setting functionality caters for quick (high level) target setup and more sophisticated (sub-department by sub-department, KPI type by KPI type, stage by stage) target allocation. 

Note: Only Pipeline Targets are manually captured. Run rate and cash benefit targets are calculated by applying the relevant Stage Benefit Target percentage to the total target value.

E.g. if Cash Flowing is estimated to yield only 50% of the total target value, the run rate for any target in the Cash Flowing stage will only reflect ½ of the target value captured.

Cash Benefit Targets consist of the calculated Run Rate Target plus any one-off benefits or costs defined at the Idea/Initiative level

Warning: Setting pipeline targets requires appropriate permissions to be allocated. See pipeline target permissions.

Configuring Targets

To create a target configuration, navigate to Administration, scroll down to Pipeline and click on Pipeline Targets.

The Pipeline Targets page with a list of targets previously set will display. To edit an existing target, click and edit in line. To create a new target, scroll to the bottom of the page and start by entering the name of the target configuration.

	Start here to create a new target configuration by typing in the name of your configuration. Hit enter to create and then enter the other fields
	The name of the target configuration
	The date the target configuration will start
	The date the target configuration will end
	Check this box to enable targets to be set on KPI Types (default checked on)
	Select the Active target configuration for a time period. Only one target configuration can be active for a time period (Start to End dates) at a time
	Check this box to flag the target configuration as Archived. If the Hide Archived box is checked, the target  configuration will be removed from the list
	Click this icon to navigate to the top-down target configuration page
	Click this icon to navigate to the bottom-up target configuration page
	Click this icon to copy your target configuration. A new line will be added at the bottom of the list
	Click this icon to delete the target configuration
	Check this box to hide any target configurations that have been flagged as Archive

Note: Pipeline targets can also be imported via the Import/Export feature. When importing, the values will be added to the bottom-up targets.

Next steps

Now that you have created your target configuration, the next step is to enter the targets. This can be done top-down and then adjusted bottom-up.