Sales Management KPI Data Entry - Revision history

Tim Peeler at 18:03, 6 August 2019

2019-08-06T18:03:32Z

Tim Peeler at 16:30, 6 August 2019

2019-08-06T16:30:25Z

Tim Peeler at 16:29, 6 August 2019

2019-08-06T16:29:18Z

Steve Kleinman: /* Instructions */

2019-07-22T01:33:15Z

‎Instructions

Steve Kleinman at 17:11, 21 July 2019

2019-07-21T17:11:21Z

Tim Peeler at 19:32, 23 January 2019

2019-01-23T19:32:54Z

Tim Peeler: Created page with "initial creation, needs updated"

2018-11-12T18:31:38Z

Created page with "initial creation, needs updated"

New page

initial creation, needs updated

← Older revision		Revision as of 18:03, 6 August 2019
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	You will need to manually enter the data points. Because this is a custom KPI, there is no way for the system to intuit where to pull that data from.		You will need to manually enter the data points. Because this is a custom KPI, there is no way for the system to intuit where to pull that data from.
−
−	~~==== '''For Advanced Learners''' ====~~

@@ Line 9: / Line 9: @@
 To create a new Sales Management KPI group, start by naming the group and assigning a ''Group Owner''. After you name the group and assign a leader, you will see a new set of KPI data entry fields appear. As with Communication KPIs, you will see ten KPIs. They correlate with the Communication KPIs in their capabilities. You can now title the KPI, choose the relevant presets, set your relational goal, and set an increasing or decreasing goal.
-You will need to manually enter the data points. Because this is a custom KPI, there is no way for the programming to intuit where to pull that data from.
+You will need to manually enter the data points. Because this is a custom KPI, there is no way for the system to intuit where to pull that data from.
 ==== '''For Advanced Learners''' ====

← Older revision		Revision as of 16:29, 6 August 2019
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		+	__FORCETOC__
	==== '''Explanation''' ====		==== '''Explanation''' ====

@@ Line 8: / Line 8: @@
 To create a new Sales Management KPI group, start by naming the group and assigning a ''Group Owner''. After you name the group and assign a leader, you will see a new set of KPI data entry fields appear. As with Communication KPIs, you will see ten KPIs. They correlate with the Communication KPIs in their capabilities. You can now title the KPI, choose the relevant presets, set your relational goal, and set an increasing or decreasing goal.
-[ED — does this information automatically populate or do users need to input data themselves?]
+You will need to manually enter the data points. Because this is a custom KPI, there is no way for the programming to intuit where to pull that data from.
 ==== '''For Advanced Learners''' ====

← Older revision		Revision as of 17:11, 21 July 2019
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−	Sales Management KPIs is the same as [[Custom KPI Data Entry\|'''Custom KPIs''']] in every way except for one: Specialized [[Sales Associate Role\|'''Sales Associate''']] can be assigned a group of KPIs ~~for which~~ only ~~themselves,~~ their [[Sales Manager Role\|'''Sales Manager''']], [[Editor Role\|'''Editors''']] and [[Business Owner Role\|'''Business Owner''']] ~~can view~~. The sales associate assigned to the KPI group has full ownership of the group and can update the KPIs as needed. Only the sales associate assigned to a KPI Group can view or edit that group except for the roles listed previously. See [[Custom KPI Data Entry\|'''Custom KPI Data Entry''']] for more details on KPIs.	+	==== '''Explanation''' ====
		+
		+	Sales Management KPIs are the same as [[Custom KPI Data Entry\|'''Custom KPIs''']] in every way except for one. In Sales Management KPIs, Specialized [[Sales Associate Role\|'''Sales Associate''']] can be assigned a group of KPIs. KPIs in that group can only be viewed by a selection of staff such as their [[Sales Manager Role\|'''Sales Manager''']], [[Editor Role\|'''Editors''']] and [[Business Owner Role\|'''Business Owner''']]. The sales associate assigned to the KPI group has full ownership of the group and can update the KPIs as needed. Only the sales associate assigned to a KPI Group can view or edit that group except for the roles listed previously. See [[Custom KPI Data Entry\|'''Custom KPI Data Entry''']] for more details on KPIs.
		+
		+
		+	==== '''Instructions''' ====
		+
		+	To create a new Sales Management KPI group, start by naming the group and assigning a ''Group Owner''. After you name the group and assign a leader, you will see a new set of KPI data entry fields appear. As with Communication KPIs, you will see ten KPIs. They correlate with the Communication KPIs in their capabilities. You can now title the KPI, choose the relevant presets, set your relational goal, and set an increasing or decreasing goal.
		+
		+	[ED — does this information automatically populate or do users need to input data themselves?]
		+
		+
		+	==== '''For Advanced Learners''' ====

← Older revision		Revision as of 19:32, 23 January 2019
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−	~~initial creation~~, ~~needs updated~~	+	Sales Management KPIs is the same as [[Custom KPI Data Entry\|'''Custom KPIs''']] in every way except for one: Specialized [[Sales Associate Role\|'''Sales Associate''']] can be assigned a group of KPIs for which only themselves, their [[Sales Manager Role\|'''Sales Manager''']], [[Editor Role\|'''Editors''']] and [[Business Owner Role\|'''Business Owner''']] can view. The sales associate assigned to the KPI group has full ownership of the group and can update the KPIs as needed. Only the sales associate assigned to a KPI Group can view or edit that group except for the roles listed previously. See [[Custom KPI Data Entry\|'''Custom KPI Data Entry''']] for more details on KPIs.