Managing the Target Setting Plans
The page describes the actions that can be performed on the Target Setting Plans page
Accessing the target setting plans
To access the available target setting plans, navigate to the 'Target Setting' tab located on the navigation bar.
The target setting table consists of the following columns:
Plan Name: displays the name of the plan;
Cycle: indicates the cycle associated with the plan;
Sku: lists the SKUs added to the plan
Business Unit: identifies the business unit for which the plan is created
Team: specifies the teams added to the plan
State: presents the current state of the plan
Actions: contains the 'Delete' button.
Filtering Target Setting plans
When managing target setting plans, you have the option to narrow your search using the filters provided. These filters allow you to focus on specific criteria to find the most relevant plans for your needs. Below are the available filtering options:
Plan Name - text input field;
Cycle - single-select dropdown list with typeahead;
Business Unit - multi-select dropdown list with typeahead;
Team - multi-select dropdown list with typeahead;
Sku - multi-select dropdown list with typeahead;
Data Source - multi-select dropdown list with typeahead;
Channel - multi-select dropdown list with typeahead;
Applying filters
To apply a filter, follow these steps:
Enter the plan name in the text input field.
For other criteria, select options from the dropdown lists.
After selecting your desired filter options, click the 'Apply' button to see the filtered results. Alternatively, you can press the 'Enter' key on your keyboard.
Resetting Filters
If you wish to return to the full list of target setting plans, simply click on the 'Reset' button. This action will clear all applied filters and display the complete list of plans for your reference.
Exporting cycle targets
To export the targets for a cycle you should follow these steps:
Click the three-dot button above the plans table.
From the droplist select Export Targets.
A popup will be displayed on the screen where you must choose the desired cycle from the presented list.
After you have selected the desired cycle and have clicked on the 'Export' button you will receive an email notification with a secure link to download the export file.
The export file includes targets expressed in all units (volumes, DOT and values) for both bricks and Positions from all plans, irrespective of the plan's status within the chosen cycle.
Uploading the National Forecast
This feature allows Process Owners and Business Unit Directors to streamline the process of setting National-Level targets by enabling them to upload the national forecast as a file, eliminating the need to manually access each target-setting plan and input values individually.
The first step is to access the National Forecast management panel. This can be done by clicking on the three-dot button above the plans table and selecting National Forecast from the dropdown.
After opening the National Forecast panel, start by downloading the National Forecast template. Enter the appropriate cycle in the input field and select the specific plans you want to include. Once the options are selected, download the template, which will contain only the filtered plans for the selected time period.
After clicking the 'Download' button, a file will automatically be downloaded to your device. Open the downloaded file and enter your data only in the cells corresponding to the months.
For each plan, the following columns are included:
Plan name;
SKU name;
Data Source;
Channel;
One column for each month included in the forecasting period.
IMPORTANT
Ensure no additional changes are made to the structure or content outside of the designated month cells!
Once you have inputted the data, save your changes and proceed to the upload.
Open the National Forecast management panel. On the right side of the popup, locate the Upload National Forecast section. Click the 'Choose File' button, select your updated national forecast template, and then click 'Upload' to complete the process.
During the upload process, all fields will be temporarily disabled. If any errors occur, they will be displayed on the screen. Once the upload is complete and successful, the fields will return to their enabled state. Afterwards, close the National Forecast panel and open your plans to view the results.
Creating a target setting plan
To create a plan, click on the "+ New" button situated on the right side of the screen, above the plans table.
This action will open a form where you can input the required details to create a plan, followed by clicking the 'Save' button.
The form used to create a target setting plan contains the following mandatory fields:
Name;
Cycle;
Business Unit
Accessing a plan target setting plan
Accessing the details of a plan involves clicking on the desired one from the list of plans. Once accessed, the Configuration screen opens, where we can view the main information about the target setting plan:
Name
Cycle
Teams
SKUs
Plan State
Only the name of the plan can be edited. Simply click on the Name field, make the update, and confirm it!
The Name, Cycle, Teams, SKUs and Plan State will be visible on the screen regardless of the tab you are in (Configuration, National Forecast, Geographical Breakdown, Team Review).
Deleting a target setting plan
In the Actions column of all existing plans, you'll find a 'Delete' button. To remove a plan, simply click the button and confirm the action when prompted. Once confirmed, the plan will be deleted.
Last updated