Once we have decided on the SKUs for which we want to set the target setting process, the next step is to select the teams to which these sales will be assigned.

Multiple teams can be included in the same plan since the target setting process allows assigning the same product to several teams due to the following reasons:

• different teams may promote the same product;
• if multiple SKUs are included in the same plan, each team can be assigned to promote a specific SKU.

Adding a team to the plan

While a new target setting plan is accessed, no team is initially included in the plan. Therefore, a message stating ‘No teams added!’ is shown in the Teams section.

                                       Teams section

To add a team in the plan, simply click the “Add team” button. This action will prompt the display of an ‘Add Team’ form, which includes a dropdown menu with all the existing teams in that Business Unit.

                            Add Team form

To add a team, choose one from the dropdown that has an allocation in the cycle where the plan is created, then click the Save button.

<aside> ⚠️

While the dropdown displays all existing teams within the Business Unit where the plan is created, it’s important to note that certain teams may not have allocations in the current cycle, so they cannot be added to the plan.

</aside>

Removing a team from the plan

To remove a team from the plan, click the ‘X’ button displayed in the right corner of the Teams section. The team will only be removed from the plan if you confirm by selecting “Yes” in the confirmation pop-up.

                                     Removing a team