Annual Data Reset
STEP A: Copy Completed year data to Archive
Step 1
Set Reporting Month and Year
Access Lading page in link
Select the year and calendar month reporting on
Select MAINT Home and come back to this page
Step 2
Set Targets per
branch
Access Page in button above and set targets for Month reporting
Step 3
Push Active branches in Pulse to Reporting
Select the Pipeline called " Push Data"
Select the opportunity and drag it to stage called " Push branch and BA stats"
Came back here
Step 4
add Actuals Sales Data
Extract the Sales data from your reporting BI tools in the same format as defined in the actuals tabs
Add the Month actuals in the right Month Tab
Ensure the ciolumns align to the trained format
Step 5
Maintein Reports in portal
GO to the branch and BA/CM tabs and maintain the reports by ensuring formatting is coorect, there are no N/A and all formulas are copied as per training supplied