Documentation Index
Fetch the complete documentation index at: https://target-calculator-docs.ha-consultancy.com/llms.txt
Use this file to discover all available pages before exploring further.
Create a Target Configuration
A Target Configuration describes what to measure and over which period.
Open a new card
- On the Target Configurations page, choose New.
- The Target Configuration card opens.
General
| Field | What to enter |
|---|
| Code | A unique code for this configuration (e.g. SALES-2026). |
| Name | A descriptive name (e.g. 2026 Monthly Sales by Salesperson). |
| Active | Turn on when you want the Job Queue to process this configuration. |
| Archived | Turn on to retire a configuration without deleting it. |
Setup
This section tells the engine where to read data and how to slice it.
| Field | What to enter |
|---|
| Source Table ID | The BC table to read records from. Use the lookup to pick any table (e.g. Sales Invoice Line). |
| Group By Field No. | The field that defines each group (e.g. Salesperson Code). One result row is produced per distinct value. |
| Main Field No. | The numeric field that is summed per group (e.g. Amount or Line Amount). |
| Date Field No. | The date or datetime field used to keep only records inside the period (e.g. Posting Date). |
| Period Type | Daily, Weekly, Monthly, Quarterly, or Yearly. |
| Week Start Day | Only used when Period Type is Weekly. |
| Starting / Ending Date | The window during which this configuration is effective. |
| Time Zone Offset (minutes) | Offset from UTC for datetime fields (e.g. 180 for UTC+3). |
Each field uses a picker - choose the lookup arrow to select from the actual fields
of the source table. The captions next to each field confirm your selection.
Options
| Field | Effect |
|---|
| Allow Goal % Override | Lets users manually override the calculated goal percentage. |
| Override Requires Approval | When override is allowed, requires approval before it takes effect. |
| Posting Requires Approval | The result must be approved before action plans can be posted. |
