Wine Advisor Target Management

Here are instructions to set up the targets month by month for each Wine Advisor role. 

1. Go to 'App Launcher' (the 9 dots at the top left of the screen) 
   
2. Search for Monthly Targets 
   
3. Click into it, it will default to 'Recently Viewed' but use the arrow to the left of this to switch to 'All' or create your own List view 
   
4. Now click into one of the Monthly Targets
   
5.  Click 'Clone' on the top right hand of the screen, a popup will appear where you can specify the Month and year, and the targets (the weekly amounts for that month) for each role 
   

6. Once you have filled it out, you can click 'Save' and a new record will be created, this then feeds into the 'Individual Targets' where each week, a record is created for users based on their orders for that week, plus calls and activities. 

Viewing an Individual's Weekly Target and Managing their working days. 

1. Again, go to the App Launcher and this time, search for 'Individual Target' 
   
2. Click into it and you will again be taken to a list of 'Recently Viewed' - set it to be 'All' or create a list view for yourself. You will notice that records get created for anyone who has Calls, Orders or Activities. 
   
3. Click into the record you need to view - you will be a shown a screen that has their weekly target, their sales, margin and at the bottom of the screen, the orders they have placed, calls and activities. 
   
4. If you need to change the 'Days' for that week, hover over the field and click the 'pencil' icon - then change it from 5 to whatever you need and click 'save'. If they have not worked that week and have been on holiday or sick, then no record will have been created for them.