UNLOCK YOUR TEAM'S POTENTIAL WITH AUTOMATED GOAL TRACKING AND INCENTIVE MANAGEMENT Drive Employee Motivation and Maximize Sales with 360 View’s Goals & Incentives

With 360 View’s Goals & Incentives module, you can automate goal-setting and incentive tracking, giving employees real-time insights into their progress. Managers gain oversight to coach for success and celebrate achievements, all from a central dashboard.

Key Features

Automated Goal & Incentive Management

Automated goals and incentives management streamlines the entire process of setting, tracking, and administering employee goals and incentive structures. By automating these critical elements, your institution can significantly reduce the time and effort spent on manual administrative tasks like updating spreadsheets or manually calculating bonuses and performance metrics. This automation ensures that your goals are consistently applied across the organization, minimizes human error, and enables teams to focus on more strategic initiatives. With automated processes, you can allocate more time to designing effective programs rather than tracking the results.

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AUTOMATED ENGAGEMENT Streamline Onboarding and Communication with Automated Processes

Automation is key to improving efficiency and consistency in customer engagement. With 360 View’s marketing automation tools, you can streamline onboarding processes, ensuring that new customers receive timely, relevant communication from the moment they join. From welcome emails to educational content and product recommendations, automation allows you to nurture relationships from day one. Additionally, automated follow-up reminders and communication across various touchpoints (e.g., email, SMS, phone) can keep your customers engaged, improving customer satisfaction and reducing manual effort for your team.

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Daily Progress Updates

With daily progress updates, employees are empowered with real-time access to their goal performance and progress. This transparency helps employees stay on track by clearly showing where they’re meeting their goals, which areas need improvement, and how close they are to earning any incentives or bonuses. By making this information readily available, you motivate employees to maintain focus, take corrective actions if necessary, and feel more in control of their performance. Employees also get a clear sense of how their work contributes to organizational success, boosting morale and driving higher engagement.

Scorecards

Scorecards provide a visual, transparent breakdown of employee performance relative to their goals and KPIs (key performance indicators). With a detailed, at-a-glance view of where each employee stands in terms of hitting their targets, managers and team members alike can quickly assess performance. These scorecards are not only a tool for tracking progress but also act as a motivator, helping employees visualize their success and identify areas for improvement. They create a clear, objective framework for goal alignment, allowing employees to take ownership of their performance and fostering a results-driven culture within your organization.

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Manager’s Dashboard

The manager’s dashboard provides a centralized view of both individual and team performance, offering detailed insights into how well each employee or department is progressing toward their goals. Managers can monitor performance in real time and quickly identify areas that may need additional coaching or support. This visibility helps leaders make more informed decisions, deliver targeted feedback, and offer guidance where it’s most needed. The result is a more agile and responsive management style, where managers can proactively address performance gaps and keep teams aligned with organizational objectives.

Seamless Payroll Integration

Seamless payroll integration ensures that your goal and incentive data can be directly uploaded to payroll systems, eliminating manual data entry or the risk of errors when processing payouts. Once goals and incentives are tracked and achieved, the payout data can be automatically exported to your payroll system, ensuring employees are compensated accurately and on time. This smooth integration saves administrative time, reduces payroll discrepancies, and ensures that employees receive the correct payouts based on their performance. The result is a more efficient and error-free payroll process that is fully aligned with your goals and incentive structures.

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Flexible Plan Management

Flexible plan management allows your organization to create and manage an unlimited number of goals and incentives programs, giving you the flexibility to design incentive structures tailored to different roles, teams, or organizational objectives. Whether you need to track sales performance, customer service metrics, or team productivity, this feature allows for customization of each plan with specific parameters that suit your needs. You can adjust metrics as business priorities evolve or as individual employee needs change, ensuring that your incentive programs are always relevant and effective. This adaptability makes it easy to align incentives with organizational goals, industry shifts, and employee motivations, providing a scalable solution for a growing business.

Create a performance-driven culture where employees are empowered to achieve more. Request a demo today to learn more!

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Not only have we been able to streamline out process and make them more efficient through 360 View, its reporting capabilities and tracking are absolutely priceless! Best investment we've ever made!

Kayla Curtis

First Community Credit Union

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