Smart Benchmarks

With Ambition's Smart Benchmark system you can:

• Set Ramp Benchmarks by scheduling Benchmark changes into the future
• Adjust Individual Benchmarks in line with unique skills or talents
• Adjust overall business expectation to accommodate seasonality or SKO's

Note: Targets/Benchmarks of 0 cannot be utilized.

Example Use Case: Account Executive Seasonality

Example Use Case: New Employee Ramp

How do I set or edit Smart Benchmarks

  ↳ Need to mass set or edit Scorecard Targets? Learn more here.

Example: Account Executive Seasonality

To accommodate business seasonality, the default Account Executive Quota Benchmark has been set to transition from a $20,000 target in September to $25,000 target in October -> forward. The benchmark can be lowered again if necessary once sales slow back down.

Example: New Employee Ramp

Frank, a new Account Executives, has a Benchmark that increases from 1 to 8 over the course of six months as Frank ramps into the new role.

Set or Edit Smart Benchmarks

1. Open the left navigation and click Administration > Scorecards. 

2. From within the Scorecard editor click the blue calendar icon button.

3.Select a Role, Scorecard section (Activity or Objective Score), and Metric. The Role and Score you were viewing previous to clicking the blue calendar icon will appear at first.

Need to make mass updates to Smart Benchmark Targets? Learn more here.

In the Smart Benchmark Grid, you can make changes to columns or individual cells.

Note: Targets/Benchmarks of 0 cannot be utilized.

Changes made to columns --> dates will update benchmark values for all contributors in the group. You'll notice that all cells beneath the date call have changed to match your new benchmark value. Additionally, all future dates will be mirrored as well and cascading forward to all future dates infinitely. Make changes to future dates to return benchmark values to their standard level, when appropriate.

↳ Example above updating the Appointments Held Benchmark for Account Executives as a whole from 8/20/2018 onward.

Changes made to cells --> contributors will cascade forward for that individual contributor infinitely. Make changes to future benchmark cells to return benchmark values to their standard level, when appropriate. 

↳ Example above updating Diego's Individual Benchmark for Appointments Held.

4. Click the green Save Targets button.