Custom Scorecard Targets: Upload Multiple Targets, For Multiple Metrics, Per Row

Last updated: November 6, 2026

The Upload Multiple Targets, For Multiple Metrics, Per Row upload option is best when you need to set or update Custom Targets for multiple metrics across multiple time periods in a single CSV. This format is best for larger-scale target management, especially when different employees, Roles, metrics, or date ranges need individualized targets at the same time. This article provides the steps for uploading this type of Custom Scorecard Target file.

Required permissions:

  • The Ambition Scores: Edit permission is required to upload Custom Targets.

Required features:

  • The Scorecards: CSV Upload and Scorecards: Custom Targets features must be enabled to create Custom Targets.

Access the Custom Targets Creation Page

  1. There are two ways to access the Custom Targets Upload page:

    1. Go to Admin --> Custom Targets.

    2. Go to Admin --> Scorecards, select your Scorecard, and click Set Custom Targets.

  2. Navigate to the Set the Activity Score or Set the Objective Score section.

  3. Click Set Custom Targets.

  4. Select the Role you want to add Custom Targets for. This defaults to the Role chosen on the Ambition Score Editor but can be edited.

Access the Custom Target Upload Options

  1. Enter selections in the Role, Ambition Score, and Metric menus to determine which Scorecard Group, Ambition Score (Activity Score or Objective Score), and metric you're adding Custom Targets for.

  2. Optional: Use the Group, Manager, and/or Employee menus to narrow down the selection further.

  3. A table will appear showing current Targets for the selected users. Click Upload Targets.

  4. Click Select on the Upload Multiple Targets, For Multiple Metrics, Per Row card.

Generate the Custom Target Upload Template

  1. Use the Ambition Score selector to choose either the Activity Score or Objective Score.

  2. Use the Template Time Frame Start Date menu to select the date the Custom Targets should begin applying.

  3. Use the Template Time Frame End Date menu to select the date after which Custom Targets should stop applying.

  4. Use the Role Selector to select all Roles you're adding Custom Targets for.

  5. Use the Metric Selector to select all metrics you're adding Custom Targets for.

  6. Optional: If this is your first time using this Custom Target upload method, click Download Template to download a pre-formatted CSV template.

  7. Click Next.

  8. The CSV template includes these columns:

    1. Group Name: The name of each Scorecard Role Group you're adding targets for (for example, Junior Account Executive, Senior Account Executive, or Community Key Accounts Executive).

    2. Employee: The employee's name.

    3. Username: The employee's username.

    4. Date and metric columns: Multiple columns grouped under each date range, one column per metric under every time period.

Upload Targets

  1. Click Upload CSV to add your completed file.

  2. Changes can take up to 10 minutes to appear on users' dashboards.

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