Establishing Sales Targets Business Process Questions
This forum is for asking the stakeholders of the Unicorn Candy Company questions about the establishing sales targets process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please allow up to 24 hours for replies. This forum is not to be used for asking questions about model building or for help with modeling questions, these questions will be removed from the forum. This is to clarify details regarding the business processes.
Hi @ChrisMullen, a quick user security issue on sales target setting. I understand that each Regional Sales Executive should only be able to set targets for the countries, and then accounts, within their own region, but would you like them to be able to see what other RSEs have done in their regions? We can allow each RSE read-only access to other regions if so. If not, we will lock it down to just their own region.
I think your first screenshot shows Account Review process while second concerns Target Review. These will be 2 different modules. You can also see it while submitting your UX Prototypes (2.3. Target Review & 2.5 Account Review).