Performance

Beat Plan

Beat Plan

How to create & edit beat plan for mobile users?

To create & edit beat plan for mobile users please follow the steps mentioned below:

  1. From Navigation Menu, click on Performance and then click Beat Plan.
  2. To create, click on the + icon to Add new beat plan.
  3. Fill information like Name, Code, and Description.
  4. Choose an Activity and Collection to map, Select the users and click NEXT.
  5. Select Time period, Frequency and click NEXT
  6. Select the checks and click on Create.

For editing, click on the relevant beat plan and edit it as per requirement and then click Update.

 

 

Beat Plan

How to map beat plan to selected users?

To map beat plan to selected users please follow the steps mentioned below:

  1. On your web console navigation menu click on Performance and then click Beat Plan.
  2. Click on the created beat plan or create a new one (Follow: add new beat plan)
  3. Click in SELECT USERS and choose users. 
  4. Do NEXT and click Update.
Beat Plan

How to map customers with a beat plan?

To map customers with a beat plan please follow the steps mentioned below:

  1. On your web console navigation menu click on Performance and then click Beat Plan.
  2. Click on the created beat plan or create a new one (Follow: add new beat plan)
  3. Click in Collection and choose the relevant customer collection which is supposed to be mapped. 
  4. Do NEXT and click Update.
Beat Plan

How to setup the frequency of a beat plan?

To set up the frequency of a beat plan follow the steps mentioned below:

  1. On your web console navigation menu click on Performance and then click Beat Plan.
  2. Click on the created beat plan or create a new one (Follow: add new beat plan)
  3. Select Frequency and choose a number based on the Time period and click NEXT
  4. Do NEXT and click Update.
Beat Plan

How to delete Beat Plan?

To create & edit beat plan for mobile users please follow the steps mentioned below:

  1. From Navigation Menu, click on Performance and then click Beat Plan.

Targets

Targets

How to create & edit targets for mobile users?

To create targets for mobile users please follow the steps mentioned below:

  1. In the left navigation menu of your web console click on Performance and then Targets.
  2. Click on the + icon to Add new target.
  3. Choose TARGET BASED ON (Value/count), choose State, From activity and With Collection.
  4. Give your target a Name and description.
  5. Finally, SUBMIT to create a target.

 

 

Targets

How to remove targets for Field Users?

To remove targets for mobile users please follow the steps mentioned below:
  1. From Navigation Menu of your web portal click on Performance and then Targets.
  2. Select relevant target that has to be removed by clicking on checkbox.
  3. Click on  Delete icon to delete.
  4. Confirm the deletion by clicking on DELETE.

Please note that you can only delete targets which haven't been mapped with goals.

Targets

How to modify the Targets for field users?

Targets can be modified and refined any time by a web user. A web user can change the settings and configuration for Targets by following below steps:

  1. From left Navigation Menu of your web portal, click on Performance and then Targets.
  2. Select any of the target to change it.
  3. Now modify the target as per requirements and click on Submit.
  4. Target will be updated.

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Goals

Goals

How to create & edit periodic goals with targets?

To create & edit periodic goals with targets, follow the steps mentioned below:

  1. From left Navigation Menu of your web portal, click on Performance and then Goals.
  2. In Active tab click on the + icon to Add new scheme.
  3. Fill the Name and Description, select Value/Count, and State.
  4. Select User wise Goal for Targets if you want it to be user specific.
  5. Choose an Activity and  Occourrence then select dates and do NEXT.
  6. Select your Targets as preferred and Lock Target.
  7. Finally, go Next and click on Create.

 

 

Goals

How to setup the frequency for a goal?

To setup frequency for a goal, please follow the steps mentioned below:

  1. From Navigation Menu of your web portal, click on Performance and then Goals.
  2. In Active tab please click on the active goal where you want to set frequency.
  3. Choose an Activity and Occurrence then select dates and do NEXT.
  4. Select your Targets as preferred and Lock Target.
  5. Download and upload the template.
  6. Finally, go Next and click on Update.

 

Goals

How to modify the goal settings?

An Admin User can change/modify the configuration of created goals as per requirement at any point of time.

To modify goal settings, follow the steps mentioned below:

  1. From left Navigation Menu of your web console, click on Performance and then Goals.
  2. Under Active tab, please click on the active goal.
  3. Now modify the goal as per requirements and click on Update.

 

Goals

How to create Occurrence under Goals?

To create & edit occurrence under goals, please follow the steps mentioned below:

  1. In the left Navigation Menu of your web console, click on Performance and then Goals.
  2. Click on Occurrence tab.
  3. Click on + icon to add a new occurrence.
  4. Enter Occurrence name and Time Period.
  5. Set Frequency and then add Start Date and End Date.
  6. Click Create and new occurrence will be created.
Goals

How to delete goals in FeetPort?

To delete periodic goals, follow the steps mentioned below:

  1. From left Navigation Menu of your web portal, click on Performance and then Goals.
  2. Now you will see the list of all the goals created in FeetPort web portal.
  3.  
Goals

How to set the configuration/ graph settings for goals in FeetPort web portal?

An Admin User can change/modify the configuration or graph settings of created goals as per requirement at any point of time.

To modify goal graph settings, follow the steps mentioned below:

  1. From left Navigation Menu of your web console, click on Performance and then Goals.
  2. Click on the Settings icon on the left of any of the listed goals.
  3. A side window will appear.
  4. Select Web User graph settings and Mobile User Graph settings as per requirement.
  5. Click Update to save the changes.

Incentives

Incentives

How to add Incentives in FeetPort?

To setup incentive types please follow the steps mentioned below:

  1. From Navigation Menu in web portal, click on Performance and then click Incentives.
  2. Click on Add new incentive and define incentive name.
  3. Select Incentive type, Goal, users and click on Next.
  4. Fill Maximum incentive, check eligibility criteria if required and put capping percent.
  5. Click on Next and an excel file will be downloaded with Target value mapped with incentives.
  6. Drop excel file after filling data on the screen.
  7. Click on Next and review the incentive data and finally click on Create.

 

 

Incentives

How to view and modify the incentives in FeetPort?

To modify the incentive settings please follow the steps mentioned below:

  1. On your web console navigation menu click on Performance and then click Incentives.
  2. Click on the incentive in which settings have to be modified.
  3. Change the settings and preferences as per requirements.
  4. Click on Next and finally Update it.

 

Incentives

How to setup eligibility criteria for incentives?

To setup eligibility criteria, follow the steps mentioned below:

  1. From Navigation Menu in web portal, click on Performance and then click Incentives.
  2. Click on any of the listed Incentives or  Add new incentive. ( Click here to know- How to add incentives in FeetPort?).
  3. Click on Next.
  4. Now click on Check Eligibility criteria.
  5. Check any of the two option or both- Eligibility Criteria and Target Wise Eligibility Criteria.
  6. Under Eligibility criteria , enter Criteria, Criteria Type and Operator.
  7. Under Target Wise Eligibility Criteria, enter % Target Value.
  8. Click on + to add Target Wise Incentive capping
  9. Click on back arrow and enter Eligibility value in % .
  10. Click on Next and an excel file will be downloaded with Target value mapped with incentives.
  11. Drop excel file after filling data on the screen.
  12. Click on Next and review the incentive data and finally click on Create.

 

 

Incentives

How to delete Incentives in FeetPort?

Incentives can be deleted from FeetPort in following steps:

  1. From Navigation Menu in web portal, click on Performance and then click Incentives.
  2. Click on Delete icon on right side of any of the listed incentives that you wish to delete.
  3. Click on DELETE to confirm.