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SALES REPORT HELP FILE
Contents
INTERFACE2
home screen
3
navigation4
BROWSING ACTIVITIES
the activities list
filtering the activities list
setting up mail alerts
5
6
7
8
ADDING ACTIVITIES & EDITORIALS
adding activities
adding editorials
adding meta-data
adding images from your pc
adding images from the web
embedding online video
adding excel tables
editing an existing activity / editorial
9
10
11
12
13
14
15
16
17
USER PROFILE
setting up your user profile
18
19
Sales Report Help file
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INTERFACE
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home screen
The Home screen below consists of 3 parts:
1. Navigation: Grey bar with links for navigating the Sales Report.
2. Editorials: Overview of the most recent editorials from CEO, Business Unit and Country.
3. Sales Activities: Overview latest and top sales activities. Top sales activities are the activities with the most
replies, views, likes,...
your user
account
1. Navigation
2. Editorials
3. Sales Activities
Sales Report Help file
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navigation
Navigating the sales report
Access the help file
View sales figures
(input/output, rolling
sales, forecast,...)
Search across all posts:
editorials & sales activities
(like google search)
View all editorials
(CEO, BU editorial,
Country editorial)
View all activities
(All activities posted)
Add an activity to the
sales report.
link to the HOME screen
ADD EDITORIAL
Remark:
Not all users can add editorials. Users
with the required rights will see an
extra button to add editorials.
Sales Report Help file
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BROWSING ACTIVITIES
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the activities list
Click the activities button in the navigation bar, this will
open up an overview of all activities.
the screen consists of 3 parts:
1. Filters: You can use these to filter the activities list so
you will only see what is relevant to you.
2. Activities list: overview of all the activities, clicking an
item in the list will open up the activity.
3. Social information: your ‘score’, who is the most active
user,...
2. Activities list
3. Social information
1. Filters
Sales Report Help file
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filtering the activities list
You can filter the list of activities so you can view the information that is relevant to you.
Filtering is really easy, just click the filter you would like to
apply, and only activities with this meta-data will we shown
in the list.
Ex: if you click on the ‘Games Manufacturing Services’ you will only see
posts from this Business Unit.
These filters are available:
• Business unit
• Market segment
• Category
• Author
• Company
• Monthyear:
in which month was this report posted.
• Modified date
• Tags:
these are extra meta-data that can be added to posts. For example if
you are writing a post on a Heineken promotion you can tag that post
with ‘Beer’.
Sales Report Help file
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setting up mail alerts
You can set up alerts for activities so you will get notified
by mail when new activities have been posted.
To set up alerts:
1. Filter which activities you want to get alerted for.
Ex: if you want to receive alerts for the BU ‘Consumer Products’ , click
this filter on the left.
2. Click the alert me button at the bottom of the list.
3. Set the name and frequency of the alert and click ok.
4. You receive an email that you have created an alert.
Ex: You will now receive an alert whenever someone adds an activity
that is tagged with the business unit: Consumer products.
Sales Report Help file
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ADDING ACTIVITIES & EDITORIALS
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adding activities
1. Click the add activity button in the navigation bar
2. Fill in the subject field (mandatory field)
3. Fill in the body text
You can format the body text with an office-like ribbon.
4. Add meta-data to your activity
‘Category‘ and ‘Business Unit’ are mandatory fields
See next pages for more details.
5. Add a ‘Rollup image’
This is the thumbnail image that will appear on the
home screen. if you do not add a rollup image, the
default Cartamundi logo will apear next to your
activity on the home screen.
6. Appear on monthly: select ‘yes’ if your post is important.
7. Add extra tags
This is free text field to add tags.
By adding tags your post can be found more easily afterwards. For example if you are writing a post on a Heineken
promotion you can tag that post with ‘Beer’.
8. Click the save button to post the activity
IMPORTANT: it will take a few minutes before your activity will appear anywhere in the sales report!
Sales Report Help file 10
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adding editorials
Editorials can only be added by users with the required user profile. (CEO, Vice President, Country
Managers)
Adding an editorial is essentially the same as adding an
acitivity.
1. Click the add editorial button in the navigation bar
2. Fill in the subject field (mandatory field)
3. Fill in the body text
You can format the body text with an office-like ribbon.
4. Add meta-data to your editorial
5. Add the activity type (required field)
Here you should fill in what type editorial you are writing.
This will be filled in automatically but you can change this.
• CEO should only be used by the CEO.
• ‘Business Unit Editorial’ should only be used by Vice
Presidents.
• ‘Country Editorial’ should only be used by Country
Managers.
6. Appear on monthly: select ‘yes’ if your post is important.
7. Click the publish button to post the editorial
IMPORTANT: it will take a few minutes before your editorial will appear anywhere in the sales report!
Sales Report Help file 11
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adding meta-data
Adding meta-data and tags to your post is really important
because this makes sure the Sales report is searchable.
You can add the meta-data by clicking the button next to
the text field and selecting the correct item from the list.
Metadata
ex: select licensing in the category field
Never select the ‘top’ groups: General Information, Activities or Quality Remarks. Always open up the group
and select an item from that (sub)list.
Alternatively you can add the correct meta-data by typing
in the value you need, when you start typing the system
will automatically show you a list of items to select.
Sales Report Help file 12
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adding images from your pc
1. Click in the body text field.
2. Click on the ‘INSERT’ button in the office ribbon
3. Click ‘Picture’ and select ‘From SharePoint’
from the dropdown. This will bring you to the
next screen.
4. Select an existing image from one of the folders or
upload a new picture by clicking the ‘add’ link.
Clicking the ‘add’ link will bring you to the next screen.
5. Click ‘browse’ and select the image on your computer
Select the destination folder by clicking the ‘choose folder’
link.
ex: if you are uploading a picture from a gamebox, add it in the
‘Games’ Folder.
When you have added an image in Sharepoint everyone will be able to use this image again next time!
Sales Report Help file 13
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adding images from the web
You can quickly add images to the body text by copy-pasting an image you found online. The difference with adding
an image from your PC to SharePoint is that a copy pasted
image is not reusable by other users because it is not uploaded into the SharePoint library.
1. Find an image online you want to use. For example in
google images and copy the image.
2. past the image in the body text of the sales activity.
When you have added an image by copying this from
an online location, the image will not be uploaded in
Sharepoint.
Sales Report Help file 14
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embedding online video
You can also add online video to your reports. For example
a youtube video.
Online video
1. Find a video online you want to use. For example on
youtube.
2. click on the share link below the video
3. click on the ‘embed’ link
4. copy all the text in the text field.
In Sharepoint
1. Click in the body text field.
2. Click on the ‘INSERT’ button in the office ribbon
3. Click ‘Embed’
4. Paste the text you copied from the youtube page into
the text field and click ‘insert’.
When you have added a video by embedding this from
an online location, the video will not be uploaded in
Sharepoint.
Sales Report Help file 15
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adding excel tables
There are 2 ways to add excell information in the Sales
Report.
1. Upload a file into your document
1. Click in the ‘body’ field and select upload file from the
‘INSERT’ tab.
2. Click ‘Browse’ and select a file from your PC
Select Documents as the destination Library!
3. Click ‘OK’, your file will be uploaded into the documents
folder and a link will show up in the body text.
When you have added a file in Sharepoint everyone will
be able to use this file again by clicking the ‘link’ from
Sharepoint button.
2. Copy & paste the table from Excel
1. Open the excel file you want to copy from
2. Select the part of the document you want to copy
3. Copy and paste this into the body text field.
When you have copy-pasted an excel table this is embedded in your activity and is not in the sharepoint
documents library.
Sales Report Help file 16
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editing an existing activity
/ editorial
you can edit an existing activity as follows:
1. Open the activity you want to edit
2. Click on the ‘...’ next to the Like and Reply links
3. Select ‘Edit’ from the list. You will proceed to the ‘add
activity page’ where you can edit the activity.
Please note that when changing for example the
Business unit or Category of your post, it will take a few
minutes before this will also have changed in the filters
on the activities overview page.
Sales Report Help file 17
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USER PROFILE
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setting up your user profile
You can open your user profile by clicking your name in
the header of the Sales report and selecting ‘About Me’
from the list.
this opens up your profile page, here you can see a list of
your recent activity and you can also edit your profile.
Click the ‘edit your profile’ link.
This opens up the Edit details page. Here you can change
some profile settings and upload a profile picture which
will appear next to your activities, replies,....
Please note that changes will take a few minutes before
they will be applied in the Sales report.
PLEASE READ THIS IF YOU ARE OPENING YOUR USER
PROFILE FOR THE FIRST TIME!
If you open the profile page for the first time, it might
look different while all the information is pulled from
the background. It could take up to 12H before you will
have acces to all the content.
Sales Report Help file 19