How to setup your company Targets
Create a new Target
The Dashboard Targets allow you to set up and track your KPIs throughout the year.
To create a new Target, you simply click on the "Create New Target" tile on the Dashboard screen.
Click "Save" to store your Target and return to the Dashboard screen.
Edit or Duplicate a Target
By clicking on any Target tile, you'll have the options to:
Edit your Target
Duplicate the Target
Delete the Target
Public Targets vs Private Targets
What is Mirror View
eRetail Audit Marketplace offers the same data view for both brands and retailers. We call this Mirror View.
This allows both partners to speak the same language, share common goals and objectives and have a single data source of truth during their JBP (Joint Business Planning).
Public Targets
When a company creates a Public Target, that means:
Every user of that company can see the Target
Every user of that company can edit and/or duplicate the Target
Retailers can see Public Targets that the company has set
Private Targets
When a company creates a Private Target, that means:
Only the user that created the Target has access and visibility towards that KPI
Retailers will not be able to see that Target
Other company users will not be able to see that Target
Filtering your Targets
Omnichannel Sources
This allows the brands to filter their results based on the type of data source available per retailer.
The current data sources supported by eRetail Audit Marketplace are:
EShop
Physical Stores
Mobile Data
Third-Party Data sales
Mobile app sales
Other sales
etc..
When filtering with a specific data source from your main filters of Dashboard screen, you'll only see Targets associated with that data source.
Brand Filtering:
Optimize your analysis by filtering for specific brands. This ensures that you exclusively see Targets associated with the chosen brand, refining your data for more accurate insights.
Date Picker Filtering:
Leverage the Date Picker in the Dashboard screen to precisely narrow down your view. This feature allows you to view Targets effective for the selected period and the upcoming one. It's a proactive approach, enabling you to set targets for the next year and gain insights tailored to your chosen timeframe.