Coverage Reporting

Steps to Plot Coverage report

  1. Select Customer Segments in Territory Design.
  2. Select the node from your hierarchy on which you want to create the chart.
  3. On the top right corner, select the icon named Chart View
  4. On the panel that opens in the right-hand corner click on the Coverage report.
  5. Fill the Chart Title text box with a name for the chart.
    (If the name is not provided, the chart will create the name using the dimensions and measures selected in the following steps)
  6. Now select the Columns that need to be displayed in the report. Coverage report includes people-based entities like assignments, people, roles, and territory. 
  7. After selecting the columns, select Plot to get the report. 
  8. You can further create a specific report, if needed, by providing appropriate filter conditions.  

How to view the coverage report

  • The coverage report gets displayed in a tabular format with the columns chosen.
  • You can hide the column if not needed by using the column chooser option.
  • You can change the Fiscal Year and level for which you need to see the details by changing the FY available in the chart.

Steps to pin the report to the dashboard

  • Select the Pin Chart button.
  • The screen that pops up will ask for the Decision center in which the report has to be pinned.
  • Pick your choice from the dropdown menu and confirm.
  • Now you can see the report pinned in the Rhythm dashboard. Select the Rhythm tab and select the dashboard to which you have pinned the report and now you can view the report in the dashboard.

Steps to remove the chart from the dashboard

  1. Select the three-dot button on the chart.
  2. Pick the remove option. 

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