Read your district's pledges

District Pledges is the fourth tab of Sales Tools, at /tracker/sales-tools/district-pledges. It lists everybody in every agency of your district, with the pledge sheet each of them filled in for the year.

It’s how a manager sees who has planned their year, and how you see what your teammates are aiming at. Every member of the district can read it.

Note that Sales Tools is a district module. If it isn’t in your menu, see Why a page or tab is missing for you.

Read the totals

The top of the tab holds 4 tiles. Members counts everyone in the district’s agencies. Pledges Filled reads as 2 numbers, the members who have started a sheet over the members in total.

Total Min FYC and Total Stretched FYC add up every member’s minimum and stretched Life FYC goals. A dash means nobody has entered one.

Pick the year and find someone

The year box beside the search offers last year, this year and next year, and it opens on this year. Each year is its own set of sheets.

Search name or agency... narrows the table as you type, by a person’s name or their agency’s.

Read the table

Each row gives Name, Agency, Status, Min FYC and Stretched FYC, then Ann. Cases and Mon. Sets. On a narrow screen the later columns drop off, and Name, Status and Min FYC stay.

Status reads Not Started for anyone with no sheet for that year. A sheet saved on the Pledge Sheet tab reads Draft. Some older sheets read Submitted or Active, and nothing on this tab changes a status.

Min FYC and Stretched FYC are the 2 Life FYC goals from the sheet’s Goals & Targets tab. Ann. Cases is the yearly case count the sheet works out, and Mon. Sets is the appointments it says to set each month.

Open someone’s sheet

To read one person’s pledge in full:

1. Find their row.
2. Press anywhere on it.
3. Move between Goals, Activities, Prev Year and Strategy.

A member who hasn’t started reads This member has not started their pledge yet. and shows no tabs.

Goals sets Minimum Goals beside Stretched Goals, each with Life FYC, Avg Case Size, Recognition Goals and FSC Referral Goal. Their business and personal goals follow.

Activities opens with the sheet’s FYC goal, average case size and planning period. Its table gives sets, openings, closings and cases per year, month and week. The ratios under it read as 3:1, the way the sheet’s funnel counts them.

Prev Year holds last year’s Life FYC, cases and Convention ANP, with the average case size worked out. Strategy holds the written answers, from the target market down to their proudest supporter.

Note that a field the person left blank doesn’t appear at all, rather than showing as empty.

Note

Everything here is read-only. A pledge is changed by its owner, on their own Pledge Sheet tab. See Fill in your pledge sheet.

FAQ

Can my teammates see my pledge?

Yes. Anyone in your district can open it from this tab, so write it as something your manager will read.

Why does someone read Not Started when I know they filled one in?

Check the year box. A sheet belongs to one year, and a sheet filled in for next year doesn’t count towards this one.

Why are the totals so much bigger than my agency’s?

They add up every member in every agency of the district.