Set up a team target

Steps to create a target for a team in Workzilla. Team targets can be set as a flat amount or laddered up automatically from individual team member targets.

1. 1
   Navigate to Administration > Manage Targets
2. 2
   Select the Team Targets tab and click Add target
3. 3
   Name the target

   Target name is the first field on the form and is optional. Leave it blank and the target is named automatically from its rule. Enter a name to show something plainer to the people reading it, or to mark a target as reporting-only.
4. 4
   Select the team(s) the target applies to

   Multiple teams can be selected. Teams are configured in Company Customisation > Teams & Roles > Manage Teams.
5. 5
   Set the "Based on" field

   Choose Team performance to include fees and hours across all matters where any team member holds a matter relationship, or select a specific matter relationship (such as Person Responsible or Person Assisting) to narrow the scope.
6. 6
   Choose the target type

   Options are Billable fees, Fees invoiced, Fees collected, Fees collected (sans credits), Total hours, or Billable hours.
7. 7
   Set the calculation method

   Flat amount enters a fixed dollar or hour value. Ladder up from Team Member individual Targets combines the individual targets matching the selected target type into a single team target — no amount is entered.
8. 8
   Flat amount only

   Enter the target amount

   Skip this step if using the ladder method — the target is calculated automatically from individual team member targets.
9. 9
   Set the target frequency

   Choose Month, Quarter, or Year.
10. 10
    Set the start month
11. 11
    Open Advanced to scope and adjust the target

    Specialisations — leave empty to include every matter type, or select one or more so that only figures from matters under those specialisations count toward the target. Target daily hours (stretch target) — an optional higher daily figure to aim at. Public Holidays and Leave — choose Reduce to lower the target value in the periods affected, or Spread to distribute the value across the remaining workdays.
12. 12
    Save