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
   Select the team(s) the target applies to

   Multiple teams can be selected. Teams are configured in Administration > Manage Teams.
4. 4
   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.
5. 5
   Choose the target type

   Options are Billable fees, Fees invoiced, Fees collected, Fees collected (sans credits), Total hours, or Billable hours.
6. 6
   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.
7. 7
   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.
8. 8
   Set the target frequency

   Choose Month, Quarter, or Year.
9. 9
   Configure public holiday and leave handling

   Choose Reduce to lower the target value in affected periods, or Spread to distribute the value across remaining workdays. Leave reduction requires the Xero integration to be connected.
10. 10
    Set the start month
11. 11
    Save