Track to a Goal

DHR Temp Assignment Team

Hi, I have 3 people who do the same job every day (post ads). They have a goal of reaching 18 entries/posts per day. I would like to know how I can show how many entries each person has done per day as compared to the goal - I have a modified date (as they work on a report not a sheet), their email address and a status column (posted, pending, drafted). Any help would be appreciated, thank you!

Kelly Moore

Hey @DHR Temp Assignment Team

Because modified dates will may change and be overwritten on a row, it might be difficult to use the mod date as a count criteria, depending upon your workflow. With a helper date column per employee (since you are only dealing with 3 people), and the Modified BY column, you could use a Record Date option to record when an individual made a modification. Then you could count entries.

I would have

[Emp 1 Date] [Emp 2 Date] [Emp 3 Date] [Modified By]

I would build 3 different Record Date Automated Workflows.

"Record Emp 1 Modifications"

Trigger - rows added or changed when Status changes to any value

When [Modified By] is one of <enter Emp 1's email address>

Record Date in [Emp 1 Date]

You would duplicate a workflow similar to this for each of your 3 employees, replacing with their email address and their date column.

Your metrics would be a COUNTIFS based on TODAY(), if you wanted to track daily

=COUNTIFS([Emp 1 Date]:[Emp 1 Date], @cell = TODAY())

Would this approach work for you?

Kelly

DHR Temp Assignment Team

this is awesome, thank you! one other thing that might be nice is to be able to see their performance over time? would I be able to copy the goal info at the end of each day automatically to another sheet so I can do some trends?

Kelly Moore

Yes, absolutely. You can use the Move Row automation to Move Rows (or Copy Row Automation if all you want is a copy) to another sheet. I often set the automation to run at a certain time each evening so that I make sure no one needs to edit the row during the day.

Once you have the data in what I call an 'Archive' sheet, you can either use Reports or Metric sheets to collect the data.

Shout back out to me or the community if you need help with this

Kelly