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What is 'Expected Performance'?
What is 'Expected Performance'?

Learn what 'expected performance' is and how to toggle it on or off

Tom Moverley-Foster avatar
Written by Tom Moverley-Foster
Updated over a week ago

Overview

The expected performance indicator can be found across the platform in areas such as the Dashboard or Reports. Think of expected performance as a virtual pacemaker - it will give you an insight into what you or your team need to do in order to be on track to hit your target.

For example, let's say that you've got a target to achieve £500 in sales every week.

It's 12pm on Wednesday and you are currently at £200, therefore your expected performance will be £250 because by the halfway point of the week, you should be expected to reach 50% of your target.

Your expected performance dial on the Dashboard target card will show £50 Below Expected. This is because you need to add another £50 to be on track to hit target.

Hiding or showing expected performance on Reports

By default, we hide the expected performance indicator on Reports to focus the data in the table on the numbers.

You can enable expected performance to give you additional insight into how above or below a consultant is from being on track to meet their target.

  1. When viewing your Report, click on the Customize view button in the top right.

2. This will open the Report settings. From here, you can click the toggle to enable or disable the expected performance indicators.

You cannot show expected performance indicators when viewing data for a historic time period.


Troubleshooting ✨

If you still require help on this topic, get in touch with our support team via the chat. We'll be happy to help! 💙

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