> ## 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.

# Targets, Goals, Filters & Actions

> Configure targets per group, goal tiers, source filters, and action plans from the Target Configuration card to define how achievement is measured.

# Targets, Goals, Filters & Actions

From the **Target Configuration** card, the **Process** menu (and the navigation bar)
gives you four related pages. Together they define how achievement is measured and what
happens when a goal is reached.

## Targets

Choose **Targets** to set the goal value for each group.

<img src="https://mintcdn.com/haconsultancy-0658a96d/KnZ90Nm3eXI4wpjQ/images/04-targets-subpage.png?fit=max&auto=format&n=KnZ90Nm3eXI4wpjQ&q=85&s=6ca5161b539a412dfff3ec43fa5aa131" alt="Targets subpage" width="1280" height="720" data-path="images/04-targets-subpage.png" />

* Each line represents one group value (e.g. one salesperson) and its **Target Value**.
* Choose **Refresh from Source** to auto-populate the group values found in the source
  table. Existing target values are never overwritten.
* Use **Export to Excel** / **Import from Excel** to maintain targets in a spreadsheet and
  load them back in.

## Goals

Choose **Goals** to define **goal tiers** - bands of achievement with a label.

<img src="https://mintcdn.com/haconsultancy-0658a96d/KnZ90Nm3eXI4wpjQ/images/05-goals-subpage.png?fit=max&auto=format&n=KnZ90Nm3eXI4wpjQ&q=85&s=d425b0124af922ab5f6804d89bc8bfc7" alt="Goals subpage" width="1280" height="720" data-path="images/05-goals-subpage.png" />

* Each tier has a **From %** and **To %** and a name (e.g. *Bronze 0–60*, *Silver 60–80*,
  *Gold 80–100*).
* Tiers must be **contiguous** (no gaps) and the last tier should reach 100 %. The page
  validates this for you.
* The reached tier is recorded on every result item so you can see who hit which band.

## Filters

Choose **Filters** to include or exclude source records before they are summed.

<img src="https://mintcdn.com/haconsultancy-0658a96d/KnZ90Nm3eXI4wpjQ/images/06-filters-subpage.png?fit=max&auto=format&n=KnZ90Nm3eXI4wpjQ&q=85&s=9c225ad94cf5240516ce57a2402493bd" alt="Filters subpage" width="1280" height="720" data-path="images/06-filters-subpage.png" />

* Each line targets a **field**, an **operator** (Equal, Not Equal, Greater Than, Contains,
  Starts With, …), and a **value**.
* Mark a line as **Include** or **Exclude** to keep or drop matching records.

## Actions

Choose **Actions** to define **action plans** that run when results are ready.

<img src="https://mintcdn.com/haconsultancy-0658a96d/KnZ90Nm3eXI4wpjQ/images/07-actions-subpage.png?fit=max&auto=format&n=KnZ90Nm3eXI4wpjQ&q=85&s=5f126d39ab3e7056bc146617af542efa" alt="Actions subpage" width="1280" height="720" data-path="images/07-actions-subpage.png" />

* An **action plan** groups one or more **action steps**.
* A plan can apply to all goal tiers or only specific ones.
* Steps can update a target record or run a registered action handler when the configured
  goal is reached.

Next: [run the calculation and read the results](./04-run-and-results.mdx).
