Set Targets & Add Results

This page covers:

Related Pages:

📝 Set Targets
📝 Add Results
📝 Performance Graphs
📝 Set Targets & Add Results Excel Download & Upload

🔎 Overview of Targets & Results

Organizations typically collect target and result data for the indicators (or KPIs) they track. Amp Impact allows organizations to define how they want to structure and disaggregate the target and result data. Organizations might:

Collect Baseline Data for their Indicators. Baselines are effectively “actuals” that existed before the project started.
Not set Targets for their Indicators. Some organizations might just need to collect the Result data and not create any Target records for their Indicators.
Disaggregate Target and Result data to report on the pre-defined categories for that Indicator.
Aggregate or Calculate Result data. Amp Impact allows organizations to aggregate data from elsewhere in their system to report Indicator Results or even do calculations from other Indicator Result data to display Result data in that way.

As with Frameworks and Indicators, Amp Impact comes with two options for displaying and managing Target and Result data: Visualforce and Lightning Web Component. Depending on which option your organization uses, you would need to navigate to different sections to ensure the steps outlined here corresponds with what you’ll see in your system. Check with your System Administrator if you’re unsure which option you are using.

Data Entry on the Targets and Results table.

Irrespective of the type of component used, data entry within the Set Targets and Add Results table is quite similar and depends on the Data Type of the Project Indicator.

Data Type	Format of Input Field on Set Targets Table	Relevant Fields on Result Record
Quantitative (Number / Currency / Percent)	The following is accepted as input in the input field: Numbers as represented in Salesforce supported locales. Decimal symbols such as ‘.’ , ‘,’ etc depending on the locale. The number of digits that can be entered after a decimal place for a quantitative Project Indicator can be set using the “Number of Decimal Places Allowed” field. It allows you to choose between 0-2 places after the decimal point. Depending on the selection, up to 16 digits can be entered before the decimal place, and 0-2 digits can be entered after the decimal place. Thousand separators will be added to the number, on clicking out of the input field after entering the value, depending on the user’s locale. For Project Indicators with Data Type Currency, the input field will display the Project Indicator’s Reporting currency code to the right of the input field. For Project Indicators with Data Type Percent, the input field will display a percentage (%) sign to the right of the input field.	Target Value Female Target Male Target Unknown Target
Milestone	Input fields will display a dropdown with Yes and No as values. By default, the value “None” will be shown on the dropdown.	Target Milestone Value Female Target Milestone Male Target Milestone Unknown Target Milestone
Picklist	Input fields will display a dropdown with values as defined by the user while creating the Project Indicator. By default, the value “None” will be shown on the dropdown. If a Picklist Value is deleted on the Project Indicator record after entering Targets, the input dropdown for the particular Project Indicator will display “Select An Option”.	Target Qualitative Value Female Target Qualitative Male Target Qualitative Unknown Target Qualitative Picklist Target Numeric Value Female Picklist Numeric Value Male Picklist Numeric Value Unknown Picklist Numeric Value
Qualitative	A plus icon will be displayed. When the plus icon is clicked, it opens a pop-up that accepts rich text input. Once Targets are entered, a pencil icon is displayed on the Set Targets table. Hovering over the icon will give a preview of the Target entered.	Target Qualitative Value Female Target Qualitative Male Target Qualitative Unknown Target Qualitative