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, edit, or remove 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 $15,000 target in November to a $20,000 target in December to a $25,000 target in January -> 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. 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.

Rather mass upload Smart Benchmark Targets? Learn more here.

In the Smart Benchmark Calendar, 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 New Opportunities Benchmark for Account Executives as a whole from 1/1/2021 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 New Opportunities.

To End a Smart Benchmark enter a '-' into the cell. This will remove the target override and return the selected user to the original scorecard target for the selected role/group.

In the example below, three users were ramping up to the group target of 80. Entering a '-' on the week of 11/16 will remove the previous target of 70, returning each user to the original scorecard target of 80 for that week.

4. Click the Save Targets button.