How to Set Up Targets

This guide demonstrates how to create and configure targets in Yao. Targets allow you to set and manage monthly goals for chargeable and non-chargeable hours across your firm.

Link to Video Guide: https://youtu.be/EjFYEG359ic?si=7cQRYVCoYKVK4FnT

Overview

• Targets page displays monthly targets for chargeable and non-chargeable hours

• Set Global Targets to define firm-wide billing and hours targets

• Set User Targets to configure individual attorney targets

   

How to Access Targets

• From the left sidebar menu, click on the Targets menu

• The Dynamic Targets page will open, showing the Summary tab by default

• You will see the Global Targets Overview, which displays the Monetary Target and Billable Hours Target

   

Creating New Targets

To create targets for a new month, follow these steps:

1. Click the + New Month button at the top right of your screen

2. The Create New Targets modal will open

3. A month selector at the top shows which month you are creating targets for

4. If you need to create targets for a different month, close this modal and select a different month

Setting Global Targets

Within the Create New Targets modal, the Global Targets section allows you to set firm-wide targets:

• Target Billing field: Enter the monetary target (e.g., £120000). The field includes a placeholder format example

• Target Hours field: Enter the total billable hours target for the firm

• Excluded Dates (Holidays) section: Click the Show Calendar button to select holidays or dates to exclude from the working days calculation

• Suggested Global Targets: A helpful section displays suggested targets based on current attorney configurations and working days. An Apply button allows you to use these suggestions

   

Understanding Suggested Targets

• Suggested Billing: Shows the calculated billing target based on attorney rates

• Suggested Hours: Shows the calculated billable hours target

• Attorneys: Displays the count of attorneys included in the calculation

   

Setting User Targets

Below the Global Targets section, the User Targets section allows you to set individual attorney targets:

• A search field allows you to search for attorneys by name or email

• A table displays all attorneys with the following columns:

  • Attorney: Name and email of the attorney

  • Hours/Day: Number of billable hours expected per day

  • Non-Chargeable %: Percentage of hours allocated to non-billable activities

  • Rate/Hour: Hourly rate for the attorney

  • Display Flags: Shows flag indicators (e.g., H for Hours display)

Bulk Edit Feature

The modal supports bulk editing when multiple attorneys are selected:

• Select multiple attorneys using the checkboxes on the left side of each row

• The bulk edit section appears above the attorney list, showing Bulk Edit (X attorneys selected)

• Available fields for bulk editing include:

  • Work Hours/Day: Update hours for all selected attorneys

  • Non-Chargeable %: Update the non-chargeable percentage

  • Rate/Hour: Update hourly rates

  • Display flag toggles: Show or hide Hours Target and Billing Target columns

     

Completing Target Creation

• After configuring Global and User targets, click the Create Targets button

• The targets will be saved for the selected month

• You will be returned to the Targets page, where the new targets will be reflected in the summary

   

Cloning Targets

Yao provides a Clone feature to quickly replicate targets to other months:

• Click the Clone button on the Targets page

• A Clone Targets modal will appear

• The modal displays what will be cloned:

  • Global targets (billing & hours)

  • Workday rules (excluded dates & working days)

  • All attorney configurations (hours/day, rates, ratios, flags)

  • All calculated targets (daily, weekly, monthly)

  • A note states: This will be done automatically. No configuration step needed.

• Select the target month to clone from using the Clone from dropdown

• Select the destination month using the Select Target Month field

• Click the Clone Targets button to complete the cloning process

   

Key Information

• The Targets page always displays the current month at the top

• A New Month button allows you to quickly create targets for an additional month

• The Summary tab displays Global Targets Overview with Monetary Target and Billable Hours Target

• Working Days and Excluded Dates are visible on the Summary tab

• A Recalculate button is available to recalculate targets based on updated attorney configurations

• The Targets page updates automatically when new targets are created or cloned