With Ambition's Target Override system you can:
- Set Ramp Targets by scheduling target changes into the future
- Adjust Individual Targets 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.
↳ Need to mass set or edit Scorecard Targets? Learn more here.
Example: Account Executive Seasonality
To accommodate business seasonality, the default Account Executive Quota Target has been set to transition from a $15,000 target in October to a $20,000 target in November to a $25,000 target in December -> forward. The target can be lowered again if necessary once sales slow back down.
Example: New Employee Ramp
Elizabeth, a new Business Development Rep, has a Target that increases from 5 to 20 over the course of four months as Elizabeth ramps into the new role.
Set or Edit Target Overrides
1. Open the left navigation and click Administration > Scorecards.
2. Click Override Targets Manually.
Rather mass upload Target Overrides? Learn more here.
In the Benchmark Calendar, you can make changes to columns or individual cells.
Note: Targets cannot be set as 0.
Changes made to columns --> dates will update target values for all contributors in the group. You'll notice that all cells beneath the date call have changed to match your new target 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 target values to their standard level, when appropriate.
↳ Example above updating the Won Opportunities Target for Account Executives as a whole from 4/1/2022 onward.
Changes made to cells --> contributors will cascade forward for that individual contributor infinitely. Make changes to future target cells to return target values to their standard level, when appropriate.
↳ Example above updating Diego's Individual Target for Won Opportunities.
To End a Target Override 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, two users had custom targets. Entering a '-' on the month of 4/1 will remove the previous custom targets, returning each user to the original scorecard target of 15,000 for the month.
4. Click the Save Targets button.