Setting and using Performance Indicators - TaroWorks 7.4 and above

Introduction

TaroWorks helps your staff to track their individual performance on their mobile device. This functionality not only provides a feedback loop to mobile users when submitting Jobs, but also enables the field manager to execute better incentive schemes. 

• Job targets track the number of submissions for a particular Job.
• Performance indicators track the number of additions for a particular Object.
• Performance indicators are especially useful if the number of records created per job may vary or if there are multiple jobs that create records for the same object.

Starting TaroWorks 7.4, you can set Performance Indicators for each of your active TaroWorks Mobile Users on Salesforce and Platform licenses in addition to Partner Community licenses.

In addition, the TaroWorks Admin can now create custom timeframes in addition to the weekly and monthly timeframes with a different target for each Object. This affords great flexibility in setting targets. For example:

Indicator Name	Field Officer Andika	Field Officer Budi
New Members Signed up	15 records / week	30 records / week
Sales Transactions Made	90 records / month	60 records / month

The following topics are covered in this article.

• A. Create a Performance Indicator - set a goal per TaroWorks Mobile User based on how many records are created.
• B. Update a set Performance Indicator - edit the initial set indicator for TaroWorks Mobile User.
• C. How to check Performance Indicators Progress on Mobile Devices - TaroWorks Mobile Users can track their performance on their mobile devices.

Before you begin:

• You must be on TaroWorks version 7.4 or higher. If not, please use this article to create Job Targets.
• You must be on Salesforce Lighting Experience. If on Salesforce Classic, please use this article to create Job Targets.

A. Create a Performance Indicator

1. Click the Performance Target tab and click Next.
   
2. Select the Performance Indicator record type to create a performance metric. Click Next.
   
3. Select Profiles of TaroWorks Mobile Users for whom the Performance Indicators are to be set. Click Next.
   
4. Enter the Indicator Target Name, this will be shown on the device exactly. (Multilingual text using UTF-8 encoding is supported.)
   
5. Select the Object's records to count. Select the Object field
   
6. Select the timeframe. Choose if this is going to be a weekly, monthly, or custom timeframe. Select Indicator Target, Record Count or Sum.
   
7. Select the Target value. This is the number of records to be created within the target period. You can enter any integer greater or equal to zero.
   
   
   • NOTE: If you wish to assign different targets to different TaroWorks Mobile Users, check the box for I want to specify different targets for some users. A list of Mobile Users will appear and you can adjust their targets individually.
8. Click Save when complete. Click Cancel to discard the target.

B. Update a set Performance Indicator

1.  Click the Performance Target tab.
   
2. On the Performance Indicator to update, click Edit.
   
3.  Update the User Profiles where applicable. Click Next.
   
4. Update the Performance Target Name.
   
   
   • NOTE: You may edit the Indicator Target Name, however the object, time period and type cannot be edited.
5. Set the target number of jobs to be completed within the target period. You can enter any integer greater or equal to zero.
   
   
   • NOTE: Enter a number and click Apply to assign the same target to all mobile users to save time.
6. Click Save. The changes will be reflected when the field officer’s next sync.
   
   

C. How to Check Performance Indicator Progress on Mobile Device.

1. At the main menu, press the Performance icon.
2. Click the Indicators tab to see your progress on any active Performance Indicators.
   
3. This number will automatically be updated each night.

NEXT: 04. Viewing Reports on Performance Indicators >>>