How to segment your teams?

Group multiple hierarchical roles by group, potential, activity, structure, etc.

Updated over a week ago

A segmentation makes it possible to group hierarchical roles into different sub-groups within the same hierarchical level.

This makes it possible to define challenge rules (objective, ranking) specific to each segment.


Example: Several point of sales do not have the same sales potential and are therefore separated into different segments, it is then possible to give these segments different objectives.


To create a segmentation, you have to go to :

  • Settings

  • Organization Administration

  • Manage Hierarchy

Then click on the segmentation of the level to be segmented :

On the page of creation and edition of the segments you will be able to create:

  • A segmentation by clicking on "Create a segmentation".

  • A segment by clicking on "Create segment"

Once these segments are created, you can attach a hierarchical role to its segment from your hierarchy file or directly from the role edit page :

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