🔐 Permissions required
To change Targets on OneUp, users must have one of the following permissions:
Manage all user targets
Manage Company targets
Manage targets for all teams
Manage targets for teams you manage
Manage team member targets
Editing Targets
Log into your OneUp Dashboard.
From the navigation bar, click the Manage menu, then Targets.
On the Targets page, use the entity, user, and metric filters at the top of the page to find the target(s) you want to edit.
Changing a single target
Once you've found the target to edit, simply click on the target (its coloured bar) for the user in question and a pop-out window will appear in the centre of your screen.
Decide whether to create a new target, or edit the existing target:
Creating a new target creates a separate target against the metric. This supersedes the existing target — preserving the old target's history while the new one takes over going forward.
Editing the existing target overwrites it completely.
Then, change the value, interval and date range as needed.
Deleting a target
In the edit existing target modal, fully delete it by selecting the red Delete button in the bottom left of the pop-out.
Altering multiple targets
If you need to alter multiple targets at once, it's now possible to do so using the bulk-editor function on the targets page!
To do this, use the checkboxes on the left-hand side of the page to select all the targets you want to alter in bulk. You can also select the entities you would like to edit by clicking on the entity dropdown.
Once selected, a new menu will appear at the bottom of the screen. Click Edit targets in the new window to be taken to a new page where you can edit all the targets you selected. You can also click Delete to bulk delete the selected targets.
From this page, you can again select multiple targets to alter the metric they're for, the date range, the period, or the value, or edit them individually.
Once you're happy with your changes, click the Save Changes button at the top right of the page.
Tips 💡
If a user is missing from the targets page even after selecting them using the User filter, this is likely because they don't have any targets set against them for the chosen metric. To see them in the timeline graph, create a target against them first.
It's not currently possible to set targets for rolling metrics or conversion metrics.