Submit, approve, finalize, reopen target plans

The page describes the process of approving targets, and submitting, finalizing and reopening plans

Submit the Target Setting plan

Once the plan has been completely configured and the national targets have been set it is time to submit the Target Setting plan. This can be achieved by clicking the 'Submit' button located in the Geographical Breakdown tab in the Plan State section.

Submit TS plan

This action will move the Target Setting Plan from the National state to the Adjust state!

After submission, the plan becomes non-configurable, resulting in all buttons and fields being disabled. Adjustments and target approvals are only permitted for users with TS-Review permissions.

Additional information about emails triggered by submitting a target plan can be found in the "Email Notifications - Overview" chapter.

Approve the targets

When the plan is in the Adjust stage (submitted), the Sales Managers in the team will be able to access the Target Setting Plan filtered at their position level. At this point, it's the managers' responsibility to review the targets assigned to their representatives and make any required adjustments. Managers and those in higher managerial positions possess the authority to approve the targets.

After evaluating the targets allocated to their team representatives, managers must sign-offs (formal approval) on the targets by clicking the "Approve Targets" button.

Approve targets

The approvals provided by managers serve as informative steps, and the plan can proceed to completion even if certain managers have not yet given their approval.

Finalize the Target Setting plan

After the managers have signed off on the targets or the deadline is reached it is time for the Process Owner / BUD to finalize the target setting plan.

This can be achieved by clicking the 'Finalize' button located in the Geographical Breakdown tab in the Plan State section.

Finalize a Target Setting plan

Additionally, in this section, Process Owners / Business Unit Directors can see the number of managers who have signed off on the targets out of the total, as well as the identities of these managers.

1. This action will move the Target Setting Plan from the Adjust state to the Finalized state!

2. When the plan is in the Finalized state Sales Representatives can access the plan and view their targets.

Additional information about emails triggered by finalizing a target plan can be found in the "Email Notifications - Overview" chapter.

Reopen the Target Setting plan

There might be situations where values added and submitted must be changed. To do so the plan must be reopened.

This can be achieved by clicking the 'Reopen' button located in the Geographical Breakdown tab in the Plan State section.

Reopen a Target Setting plan

1. The plan can be reopened from both the Adjust and Finalized states.

2. Upon reopening the plan it will have to be submitted and/or finalized again.

3. Managers' sign-offs are revoked upon reopening the plan.

Additional information about emails triggered by reopening a target plan from Finalized to Adjust state can be found in the Email Notifications - Overview chapter.