Setting achievable KPI performance targets can keep workers motivated and encourage them to do their best. These targets are presented in the various dashboards so workers can see for themselves how well production is going.

For example:

Example of shift dashboard component with KPI targets information in parentheses

Setting targets may reflect your analysis of aggregated performance data, as well as knowing the individual strengths and weaknesses of workers and machines.

The Targets Management interface is accessed from the main menu.

Targets Management landing page

Levels and locking

KPI targets can be set at the factory level, the department level and the machine level. Targets are interdependent: changing a target at any level will result in the automatic recalculation of all other targets--except those that were locked. Marking the Fixed check box will omit that entity's KPIs from the recalculation adjustments by 'locking' it and preventing changes to its set values.

For example: a fixed (locked) factory target is 90%. In this factory, department A includes 4 machines and its non-fixed target is initially set to 90%. Department B includes also 4 machines and is assigned a fixed target of 85%. The target of department A will automatically adjust to 95%, to meet the fixed factory target of 90%. And now if we drilled down within department A, in which machines M1, M2 have a fixed target of 90%, while the targets for M3 and M4 are not fixed, we'll see that the targets for M3 & M4 changed to 80% to meet department's B fixed target of 85%.

How the example above looks in practice


The targets and performance of the department and factory are calculated as a weighted average of their machines. Adjust a machine’s ranking to increase or decrease its relative weight within the department and factory.

Adjusting the rankings of machines within each department can increase or decrease the department’s overall weight in the factory.

By default, all machines within a department are equally weighted and are ranked "1".

  • Apply a rank of "0" (zero) to exclude a machine from the department and factory targets.

  • Apply a rank of "2" to double a machine's relative weight.

  • Apply a rank of "3" to triple a machine's relative weight.

Top-down and bottoms-up

There are two common approaches to setting targets: top-down and bottoms-up. When setting targets top-down, you start by setting and locking the factory's overall targets and and then continue, if needed, to manually adjust the departments and machines values. For example, if you decide that for the entire factory you want to set a target of 80% cycle time efficiency on average, you can have one department's target set to 70% if you know the machines or crew are less effective in that department, and set the other department's target to 90% (assuming that the number of machines in each department is equal).

Note: The number of machines per department impacts calculations, since the system uses a weighted average when adjusting interdependent values. Departments with more machines will have a stronger impact.

When setting targets bottoms-up, the targets set for individual machines is what determines the resulting factory target. In this approach, you'll start by setting and locking targets for individual machines and continue--if needed--to manually adjust the departments' and factory values.

Interface controls and markers

Edit icon

Hover over the entity to display the edit control and click it to edit that entity.

Fixed check box selected

Select the Fixed check box to lock target values.

Example of an active cell in the targets management table

Boxed values are in edit mode.

Example of a value that is in orange to indicate that it will change when you apply the changes to the entity you are currently editing

Orange colored values are those values that will be automatically recalculated after you apply changes.

Save icon

Apply changes to the current entity and recalculate KPI values for all other entities that are not locked.

Cancel icon

Cancel changes and exit edit mode.

Column selector icon

Column selector menu. Clear the check box of KPIs you don't want to display in the table. Or select the check box of KPIs that you want to present in the table.

Reset Targets to 100%

Resets all targets to 100%, but does not clear Fixed check boxes.

Current performance compared to set targets

To see how the factory and departments are performing relative to the set targets, go to Production Floor > Factory View > Targets.

To see how a selected department is performing in the current shift relative to the set targets, go to Production Floor > Department View > Targets.

Related articles

Great blog: Smart KPIs in Manufacturing

Production Progress Set Targets control

Customizing Performance Indicators

Performance Percentage



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