Export Options

There are 2 export options for the plan, which are both accessible from the right hand side buttons:

• Export: provides an export of the available customers including the targeted ones and the key planning details. It is accessible for all users
• Dynamics Export: provides a more detailed export which helps understand the changes at the customer level by exporting both the current and the past segments together with the current and past dimension values. It also include the capacity information. It is accessible only to First Line Managers and Above.

                                                                        Export Options

Export Plan

Click on the Export button to export in Excel format the basic plan information at your level.

The export will contain all the customers that are visible to our position both targeted and not targeted. The export will contain for each customer 1 line for each targeted Product (Disease), plus a line for total. Each line will include the Rep’s Name and Position, Covered Bricks, Customer’s MDM, Name, Brick (primary or targeted depending on the Master Plan choice), Segment, Targeted Status (TRUE| FALSE) and frequencies by channel.

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NOTE If the Rep’s territory includes a shared brick the export will include all customers (with relevant segments) from that brick even though the Rep might only cover 50% of the brick.

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The Adapted Plan Export is sent via email to the person who requested it. If you want to check how the email is designed check the # Adapted plan export documentation.

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Dynamics Export

A more detailed export is available which makes it easy to spot changes and differences between the plan and masterplan or plan and previous plans:

1. Capacity Differences: for each Rep we can see the values recommended by the master plan and the values set by the reps and how this influence their capacity
2. Changes in Frequency: for each targeted HCP (HCA) we can see the frequency set by the Rep and the one recommended by the master plan, for each channel
3. HCP Segment Evolution: for the targeted HCPs we can also see their current segment and the previous segment they had (in the previous cycle). We can also see the current values for each dimension and the previous values. For example we could see that the HCP increased their segment because their adoption level increased
4. Targeted HCP overlap: if an HCP is targeted by multiple reps we can see that in the “Doubled HCP/HCA” column: Yes signifies HCP is targeted by multiple reps

The export will contain the above information broken down by manager: 2 sheets for each manager: capacity sheet (point 1) and Data sheet (points 2-4). Manager user will get a file with 2 sheets only.

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NOTE that in the data sheet each targeted customer will have one line for each channel, segment and Rep. Therefore if a Customer is targeted on 2 segments and 2 channels by 2 Reps, there will be 8 lines in the dynamics export data sheet

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NOTE on Frequencies

If we have an HCP which is part of 2 segments, A for Brand1 and B for Brand2, with a target of 10 for A and 7 for B on F2F channel there will be 2 lines present in the export, both having the total frequency set on the F2F channel => 17

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NOTE on Segmentation Dynamics

The export only compares segments within the same segmentation. For instance, if in both the previous and planned cycles, customers were segmented based on ‘Potential’ and ‘Adoption’ for ‘Product 1,’ and in the previous cycle, ‘HCP JD’ was in segment ‘B,’ but now it’s in segment ‘A,’ both segments will be displayed in the export.

However, if the segmentation in the previous cycle was based on ‘Product 1,’ and now it’s based on ‘Product 2’ (a different segmentation), the export won’t display the previous segment. This is because we can’t compare segments from different segmentations.

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