Team Review
The page provides an overview of the Team Review tab
To access the Team Target table, navigate to the Team Review tab. This page becomes available once the plan is finalized. The objective of this page is to compute the cumulative target for each representative over a cycle. As a result, the page consolidates all SKUs from finalized plans generated within the same team and cycle.
The table automatically computes values for all SKUs for which representatives have set goals in the current cycle.
Filtering Team Target table
The table can be filtered based on two characteristics:
Team
SKU
The team filter will contain all teams added to the plan, while the SKU filter will include all SKUs from finalized plans that have goals set within the same team and cycle as the current plan.
To apply a team filter to the table, just click on the Team filter field. This action will display a list of all teams in the current plan. After selecting a team, the table will promptly refresh, displaying only the representatives associated with the chosen team.
The SKU filter will include all SKUs from finalized plans generated within the same teams and cycle. To filter the table by a specific SKU, click on the SKU field, and a list of all relevant SKUs will be displayed. The SKU filter is multi-select so you can filter the table by one or many SKUs at the same time.
Additional functionalities
Copy Mode
The "Copy Mode" functionality enables users to effectively handle table values, as the default display rounds values to two decimal places. Upon activation of the Copy Mode button (the one that looks like a clipboard), users can view or copy non-rounded (raw) values. To enable this functionality, click on the 'Copy Mode' button in the tables' upper right corner.
Simply hover your mouse over the column in the table you're interested in, and you'll notice the full value of the field displayed next to the mouse cursor. To copy the value, just click on the desired field.
To disable this functionality, just click the 'Copy Mode' button again.
Table settings
Users can personalize their table view by using the Table Settings feature. Access this feature by clicking the gear icon located in the top-right corner of the tables.
When you click the gear icon, a pop-up window will appear, giving you the option to customize the table by hiding or displaying specific columns. Adjust your preferences using the toggles, then click the save button to apply your changes.
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