1. Employee Management
  2. Employees
  3. Performance Management
  4. Goal Management and Performance Reviews
  5. Goal Management
  6. Goal Tracking with Performance Metrics
  7. Creating Performance Metrics

Creating Performance Metrics

Creating a performance metric involves the following steps:

  1. Creating a Saved Search for a Performance Metric

  2. Creating a Performance Metric

Tip:

You may want to create performance metrics in a sandbox account first so you can test that they work, then you can set them up in your production account. For more information about sandbox accounts, see NetSuite Sandbox.

Creating a Saved Search for a Performance Metric

Before you create a performance metric, you need to create a saved search with the right criteria to track your goal's progress. Saved searches that you use for performance metrics require the following:

  • The saved search needs to be public, so everyone can run it and see the results.

  • The search results need to include a summary type. For more information about summary types, see Summary Types for Search Results.

To learn how to create a saved search, see Defining a Saved Search.

The following example outlines how to define a saved search for tracking sales orders within a specific period. You change the saved search criteria depending on what you want to track.

For example, to create a performance metric saved search to track sales orders:

  1. Go to Reports > Saved Searches > All Saved Searches > New.

  2. From the New Saved Search list page, select Transactions.

  3. In the Search Title field, give your saved search a unique name.

  4. To make the saved search public, check the Public box. This lets everyone run the search and see the results.

  5. Click the Criteria subtab, and then do the following:

    1. In the Standard subtab, from the Filters list, select Type.

    2. In the Saved Transaction Search window, select Sales Order from the list.

    3. Click Set.

  6. Click the Results subtab, and then do the following:

    1. From the Field list, select Amount (Transaction Total).

    2. From the Summary Type column, select Sum.

    3. Click Add.

  7. Click Save.

Note:

If you edit a saved search, the changes affect the associated performance metric and any open goals that use it.

Creating a Performance Metric

After you create a saved search, you can create a performance metric.

To create a performance metric:

  1. Go to Setup > Performance Management > Performance Metrics > New.

  2. In the Name field, give the metric a unique name that makes it clear what data and unit it tracks.

  3. In the Description field, enter a description of the performance metric. Employees will see this when the create a goal with it.

  4. From the Format list, select if you want the performance metric to be tracked as a number, percent, or currency.

  5. From the Saved Search list, select the saved search to associate with this metric.

  6. From the Employee Filter list, choose the type of employee you want to link to this metric. For example, you might pick Sales Representative for a revenue target metric. The metric will then use the revenue from the Sales Representative on a transaction to fill in the goal's actual value.

  7. From the Date Filter list, select the type of date you want to use for this metric.

  8. Click Save.

Related Topics

General Notices