Follow

How to determine your pro-rating strategy

When pro-rating is enabled, it will automatically calculate your daily target based on off of the number of days you work in a week as well as your reset interval or due date.  If a reset interval and/or due date is not assigned the ability to pro-rate will not be available since there will be no way to breakdown your daily targets within a given timeframe. 

Here are a few scenarios to consider:

 

  1. 'My data always starts at zero, as I want to track work/effort completed'. This option is very useful when you're tracking metrics around sales or marketing, for example:

    I have a goal to generate X number of leads per month, in order to hit that goal I need to hit X number of leads per day
    I have a goal to book X number of demos per month, in order to hit that goal I need to hit X number of demos booked per day
     
  2. 'My data doesn't start from zero, as I want to track work/effort remaining'. This option is best when you start out with a number that eventually needs to equal zero, for example:

    I am in finance and in order to close the books each month, one of the goals I need to complete is sending out invoices.  Each month this number will vary, however, in order to complete the goal for that month all invoices need to be sent. 

    NOTE: this option is recommended when you select a due date, not a reset interval to ensure data remains accurate. 

  3. 'Never / Both'.  This is recommended if it's not important to have visibility into daily targets and if no due date or reset interval exists, this option will be selected automatically. 
Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.