Before you begin

Collect your location list, team roster, role assignments, current sales-cycle dates, and one recent sales export. Start with a small, representative file before importing a full history.

Setup checklist

1. Confirm your company and workspace name.
2. Add locations using consistent store names or IDs.
3. Invite managers and team members with the correct roles.
4. Set the start and end dates for the current sales cycle.
5. Create the first goals your team will review.
6. Import a test file and confirm the totals.

Before inviting the full team

Compare one location and one employee against the original source file. Confirm sales, RGUs, and commission estimates before expanding access.

Last updated July 19, 2026