š Note: The screenshots and settings shown in this article may not match what you see in your own platform, as Rosterfy is highly customisable. If you need guidance specific to your setup, please contact our support team.
Daily targets allow administrators to set expected distribution quantities for items, such as meal vouchers, across specific Event dates. Tracking allocations, distributions, and expiries against these daily thresholds helps Event teams identify potential shortfalls or over-allocations in advance, manage on-site stock dynamically, and analyse distribution trends in post-Event reporting.
š”Tip: Daily targets apply exclusively to items assigned via allocations, item-granting automations, and manual assignments.
IN THIS ARTICLE:
Enable Daily Targets on a Distributable Item
Daily Targets can be enabled on new items or existing distributable items. The following example shows updating an existing distributable item:
Click Users > Rewards & recognition.
Click the Create button More Actions menu on the item you wish to update.
Click Update. The Update Item screen appears:
Click to check the Has Daily Targets option.
Click the Save button. Once saved, the Daily Targets sections appear in the tab headings and within the item:
š”Tip: Refresh the page to ensure both Daily Target sections are displayed.
Configure Date-Specific Targets
You must update the item to access the Daily Targets section to configure target values for the current day or any future date. Targets serve as an operational planning guide rather than a hard restriction, meaning the system will not block allocations that exceed your planned threshold, Instead, the Available count will display as a negative number to alert your team to the overage.
š”Tip: Targets cannot be adjusted for past dates.
Click the Daily Targets section with the distributable item.
Click the pencil icon on the date you wish to add a target for.
Enter a numerical target value. The limit is 10000.
Click the tick icon next to the target to confirm.
š”Tip: Click the pencil icon to edit the target, or click the X or Clear buttons to remove the entry.
Monitor Progress and Metrics
You can track your items' performance at both the individual item level and across your entire inventory. Accessing Daily Targets within the item can provide information on the following metrics:
Metric | Description |
Target
| The planned distribution quantity set for that date. |
Available
| Remaining units available before reaching the target (Target minus Allocated). Displays negative if over-allocated.
|
Allocated
| The total number of items assigned to users for that date. |
Distributed
| The number of allocated items physically handed out or redeemed.
|
Expired | Allocated items that were not collected or redeemed prior to their expiration.
|
Export Daily Targets to Excel or CSV File
Click the Daily Targets section with the distributable item.
Click the Actions button.
Hover your mouse of the Export option.
Click to select the To Excel or To CSV option.
View the Daily Targets Overview
To monitor all items across an active event period without checking each item individually, click the Daily Targets Overview tab between the Items and Allocations tabs:
š”Tip: Click on any cell within the grid to open that specific itemās daily targets view for that date.
Filter by Item
Click the Filter button. A dropdown appears with all distibutable items with daily targets enabled.
Click to select the item desired.
Refresh the Daily Targets Overview
To refresh the Daily Targets Overview, click the Refresh button located on the right-side of the overview table.
