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What needs attention across the team, goals and history. Each item links to the screen that fixes it.
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Region Pages
Everything about one region on one page: who covers it, their team, its history, goals, overrides and zip codes.
Database Statistics
Data Grid
Holiday Management
Manage holidays that affect sales goal calculations. Weekends and holidays are excluded from daily sales targets.
Add New Holiday
Team Management
Manage sales team information including representative details, ASR Director, CSS Manager, and CSS assignments.
Rep Stints
Who held each role, and when. One row per person, per role, per stint. End is the day the next person starts; leave it blank while the stint is current. Team Management still holds who is in each role today.
Overrides
P1 and P2 override history by year. P1 = January–April monthly goals, P2 = January–August; each has a PS and a VA amount. Used is what the Power BI comp reports apply: the Recorded value (what compensation used) where one exists, otherwise the Calculated value from the goals. Overrides follow the monthly goals automatically and every change is kept as a dated version - nothing is edited here. Admins only.
Salaries
Each person's annual salary and the period they held it. When a salary changes, set the old row's End to the day the new amount starts and add a new row. Admins only.
Add Salary
Order Goals Management
Manage order goals including shipments, orders, and revenue targets by rep code, year, type, and month.
Territories
Which repcode (region) each Revo territory's orders count toward. Territories and the people assigned to them come live from Revo; only the repcode is kept here. Power BI reads this table. Admins only.
VGM Data
View and manage healthcare provider information including NPI, specialty, location, and facility data.
Upload VGM Data (Replace All)
Zip Code Territory Data
Manage zip code assignments to territories, reps, and area managers.
Upload Zip Code Data (Replace All)
Upload 'Zip Codes for Territories.xlsx' file (uses the 'Zip Codes' sheet)
📋 Expected File Format
Sheet Name: "Zip Codes"
Required Columns (must match exactly):
| Column Name | Description | Example |
|---|---|---|
| Zip Code ID | The numeric zip code | 29901 |
| Zip Code Name | City or zone name | Beaufort |
| Territory ID | Territory identifier | FL7/HLX1 |
| Rep | Sales rep code | FLJH |
| Manager | Area manager identifier | Purcell |
⚠️ Important: Column names must match exactly as shown above. If column names don't match, the upload will fail with an error message.
Daily Goals Generator
Generate monthly goal totals that get distributed into daily targets. Enter monthly VA and Commercial amounts to save as monthly totals.
Generate Daily Goals
Revenue Goals
Data Dictionary
Every table, column and measure across the Keystone database (lympha-db), the Revo tables Power BI reads, and Power BI's own models. Write a description or notes for anything; where none is written, the source's own description shows in grey italics. Click a measure or calculated column to see its DAX. Admins only; every edit is in the audit log.
User Management
Manage user roles and permissions. Only admins can access this section.