Progress Tracker allows you to track progress towards targeted program lines, with current spending displayed for each trading partner.
This instant visibility provides quick insights including year-on-year spending and rebates. This allows you to identify trends and calculated opportunities to help improve efficiency as well as maximize earnings.
This article will guide you through:
Looking for something else?
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Looking to understand how the opportunity/reward score is calculated? Learn more about maximizing earnings with Progress Tracker here.
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Alternatively, see our Help Center for more on trading programs.
How to access Progress Tracker
To access Progress Tracker:
Step 1: Click on Trading programs in the green banner at the top of the page.
Step 2: Click on Progress tracker in the drop-down menu.
Tip: Can’t see the Progress tracker option in this menu? You may need to ask one of your channel admin users to grant app access for your user.
Alternatively, reach out to the Enable Support team to request that Progress Tracker is switched on for your channel if this is not yet available for your channel admin users.
Status Tiles
The tiles at the top of Progress Tracker provide high level insight into the most recent data and calculations used to contribute towards your program lines' progression.
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Take a tour: Click on this tile to navigate through a tour of Progress Tracker, which highlights its key features. Tip: Use this any time you need a refresher on how to use the functionality.
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Most recent transaction: Displays the number of days since the latest recorded purchase/sale in the channel. Transactions may be purchases or sales, depending on the flow of goods for your Enable channel.
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Information last updated: Displays how long ago calculations for Progress Tracker were last performed. Calculations are typically completed every 30 minutes. A daily calculation time can also be set by channel admin users as a backup.
In addition to the trading partner tiles, you can also Search by program line or trading partner in this area using program line references or trading partner names.
Trading Partner Headline Tiles
When you first access Progress Tracker, the default view displays trading partners ordered by transactions in descending order. Learn about other view filters available here.
Trading partners displayed are restricted to those you have Reports access to.
At the top level, each trading partner displays the following details:
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Trading partner name: Determined by the trading partner data in your Enable channel.
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Number of program lines: The total number of active targeted program lines for the trading partner, which are displayed in Progress Tracker. Note: By default, only targeted program lines are displayed. To display non-targeted program lines, see the Advanced view section.
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Potential rebate: The total value of potential rebate for these program lines. Calculated based on the rebate earned if the next target band were to be achieved, minus the rebate earned currently.
Headline tiles are then displayed for the trading partner, which you can click on to view more information.
Transactions (Purchases or Sales)
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Displays the total value of transactions between you and your trading partner for the year to date (i.e. 1st January up to the latest transaction date for your Enable channel).
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The % difference displays the change in the total value of transactions between last year and this year, up until the same date last year.
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Last year displays the total value of last year’s transactions for the same time period.
For example, if the latest transaction date is 20th November 2023, last year’s transactions would be the sum of transactions from 1st January 2022 to 20th November 2022.
The % change is then calculated using transactions from 1st January 2022 to 20th November 2022, and the same period for 2023.
Rebates
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Displays the total value of rebate earned on transactions between you and your trading partner for the year to date (i.e. 1st January up to the latest transaction date for your Enable channel).
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The % difference displays the change in the total value of last year’s rebate between last year and this year, up until the same date last year.
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Last year displays the total value of last year’s rebate for the same time period.
For example, if the latest transaction date is 20th November 2023, this year's rebate would be the amount earned on transactions from 1st January 2023 to 20th November 2023, and last year’s rebate would be the amount earned on transactions between 1st January 2022 to 20th November 2022.
The % change is then calculated using rebate earned between 1st January 2022 to 20th November 2022, and the same period for 2023.
Opportunity/Reward Score
Displays the largest rebate opportunity out of the targeted program lines for this trading partner, which is the best opportunity available.
The following details are displayed based on the program line with the highest opportunity score:
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Program line: The reference of this program line.
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Rebate Opportunity: The value of rebate that would be gained by hitting the next target band.
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Spend required: The amount of spend required to reach the next target band.
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Time remaining: The time remaining in days until the program line’s end date, when the opportunity expires.
Tip: The opportunity score displays as N/A when a program line has already hit the highest target, or where there is no target band to hit. Use this to identify where additional target bands or incentives can be renegotiated with your trading partners.
Days Remaining
Displays the number of days remaining on the program line ending soonest for the trading partner, i.e. the first expiring opportunity.
The following details are displayed based on the program line with the nearest expiring opportunity:
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Program line: The reference of this program line.
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End date: The end date of the program line, when the opportunity expires.
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Opportunity/Reward score: The opportunity/reward score of the program line.
Trading Partner Profile
Click on the trading partner profile tile to navigate to the trading partner’s organization in a new browser tab.
Program Line Progress Details
The following details how program lines are progressing are displayed, using the same logic for values as the trading partner headline tiles above.
Program Line
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Displays the program line's reference and start and end dates.
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Click on the reference to navigate the program line settings in a new browser tab, for example to view forecasting.
Tip: Program line references can also be searched using the search bar at the top of Progress Tracker.
Transactions and Currency
Displays Purchases or Sales, depending on the flow of goods for your organization.
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Actual: The actual value of transactions to date for the program line.
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Forecast: The forecast value of transactions for the program line. Note: If the Forecasting app is not used for the program line, then the forecast value is generated via linear extrapolation of current transactions. If the Forecasting app is enabled, then this value will be driven by that forecast, replacing the basic linear extrapolation value.
Rebate
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Current: The current rebate earned to date for the program line.
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Forecast: The forecast value of the rebate that will be earned for the program line in its entirety, based on forecast transactions.
Opportunity/Reward
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To next band: The spend required to reach the next target band.
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Score: The opportunity/reward score for the program line. Remember: The higher the score, the greater the opportunity.
Note: N/A is displayed for a non-targeted program line, or when a targeted program line has achieved the highest target band available and therefore has no score.
Progress
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To next band: The progress towards the next target band, using the following color coding:
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Green: All targets have been achieved, so there are no more additional targets.
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Yellow: You are forecast to achieve the next target.
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Red: You are forecast to miss the next target.
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N/A is displayed for a non-targeted program line, or when a targeted program line has achieved the highest target band available.
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To end date: The progress towards the end date (time elapsed), using the following color coding:
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Green: Over 15% ahead of progress to the next band.
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Yellow: Between 15% behind and 15% ahead of progress to the next band.
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Red: Over 15% behind progress to the next band.
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To the right of the progress bar, the number of target bands beyond the current band being progressed is displayed.
For example, +4 indicates that the current target band has not yet been achieved, and 4 additional target bands exist beyond the current band.
Click on the progress bars to display detailed progress towards the target bands for the program line.
Target Bands Progress Bars
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Value or units: The target values for each configured band.
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Rate %: The rebate reward that correlates to each band.
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Progress bars: The progress towards each target band, using the color coding as above.
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Progress symbol indicator
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Check mark: The target band has been achieved
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Info symbol: The target band is forecast to be achieved
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Warning symbol: The target band is not forecast to be achieved.
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F symbol: The current forecast band.
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Tip: Hover over a symbol in Progress Tracker to display the explanation.
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Time remaining: The time remaining on the program line, calculated from the channel’s latest transaction date to the end date of the program line.
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Latest transaction for channel: The latest date recorded against purchases/sales that have been successfully uploaded to your Enable channel.
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Latest transaction for program line: The latest date recorded against purchases/sales that have been successfully reconciled to the program line.
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Additional conditions met: If additional conditions are configured for the program line, this will display as Yes or No. Hover over the tooltip to display the number of additional conditions for the program line and how many have been achieved.
What’s next?
Ready to understand how to refine filters in Progress Tracker? Learn more about using Progress Tracker Views here.