Set up a charge-out rate target

Steps to confirm charge-out rate data is in place and configure a target calculated from daily target hours and hourly charge-out rate.

1. 1
   Confirm a charge-out rate is saved for each staff member

   Charge-out rates are set manually through Manage Users. Confirm the rate is current before proceeding.
2. 2
   Navigate to Administration > Manage Targets
3. 3
   Select the Individual Targets tab and click Add target
4. 4
   Select the staff member(s) the target applies to
5. 5
   Choose the performance basis

   Select either personal timesheet performance or matter performance, based on the staff member's role and how their work is tracked.
6. 6
   Select the target metric

   Choose from billable fees, invoiced fees, collected fees, or collected fees excluding credits.
7. 7
   Set "Calculated as" to Target hours x Hourly charge out rate
8. 8
   Enter the daily target hours

   Workzilla calculates the dollar target automatically — daily hours × charge-out rate × working days in the period.
9. 9
   Set the frequency and start month

   Choose monthly, quarterly, or annually.
10. 10
    Save
11. 11
    Confirm the target was created

    Navigate to Management > Targets to verify the target appears correctly.