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Configuration: Cycles
This article outlines the steps to reset cycles in ImpactPilot, ensuring accurate tracking of impact points and achievements for each cycle.
Key Steps
Step 1: Understand Cycles 0:00
- Cycles are periods (typically a quarter) used to count impact points won per person and customer.
- Each cycle tracks achievements and impacted accounts.
Step 2: Access Cycle Settings 0:38
- Navigate to the settings in ImpactPilot.
- Click on the 'Cycle' tab to manage cycles.
Step 3: End Current Cycle 0:55
- Click on the option to end the current cycle.
- Note that this process may take some time as it updates in the backend.
Step 4: Notify Team of Cycle End 1:06
- An email will be sent to all team members notifying them that the cycle has ended, including achievements for reference.
Step 5: Start New Cycle 1:16
- Click to start a new cycle.
- Name the new cycle (e.g., 'Q2-26').
- Set the duration for a quarter.
Step 6: Set Automatic Restart 1:26
- Choose the option to automatically restart the cycle for future periods.
Step 7: Define Impact Points and Accounts 1:39
- Specify the number of impact points (e.g., 110 impacted accounts).
- Optionally, specify points per user.
Step 8: Include Impact Drivers 1:50
- Decide whether to include or remove specific impact drivers for the new cycle.
Step 9: Confirm and Start Cycle 1:57
- Review your settings and confirm to start the new cycle.
- An email will be sent to notify the team that the new cycle has started.
Step 10: Verify Cycle Reset 2:12
- Check the accounts section to ensure all points and impacted accounts have reset to zero for the new cycle.
Step 11: Update Impact Account Definition 2:34
- If necessary, update the impact account definition to reflect any changes.
Cautionary Notes
- Ensure all data is backed up before ending a cycle to prevent loss of information.
- Double-check the settings before starting a new cycle to avoid errors in tracking.
Tips for Efficiency
- Familiarize yourself with the settings tab to navigate quickly.
- Use consistent naming conventions for cycles to maintain clarity.
- Schedule regular reminders to review and reset cycles at the end of each quarter.