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What is a department?
What is a department?
Create departments to display statistics for a subset of teams.
Espen Bjørkeng avatar
Written by Espen Bjørkeng
Updated over a week ago

In SalesScreen departmens are groups of teams. If you see a recurring trend where you want to display statistics for a subset of teams, departments could prove to be useful. 

Example:
The company Paperclip has 10 teams:

  • Alta

  • Bergen

  • Bodø

  • Drammen

  • Grimstad

  • Hamar

  • Kristiansand

  • Oslo

  • Stavanger

  • Tromsø

The company is structured to four different regions, North, East, South and West. To display statistics for each of these regions as a whole,  we can create each of them as a department in SalesScreen, and assign teams to them:

North:

  • Alta

  • Bodø

  • Tromsø

West:

  • Stavanger

  • Bergen

South:

  • Grimstad

  • Kristiansand

East:

  • Drammen

  • Hamar

  • Oslo

When this is set up, you can create widgets and slides to display the performance for each department.

How to Create a Department

1.) Choose Manage > Departments from the left side menu.

2.) Click the <<Create Department>> button on the upper left of the page. A popup will emerge asking for a Department Name. You can also upload an image here if you like. When you've added the desired information, hit the <<Create>> button on the popup.

How to Add or Delete Teams in a Department

1.) Choose Manage > Departments from the left side menu.

2.) Select the department you wish to adjust teams for from the left column by clicking it. From there, you can add teams by clicking the plus sign next to their listings in the right column, or remove included teams by clicking the minus sign next to their listings in the middle column.

How to Edit a Department Name or Photo

1.) Choose Manage > Departments from the left side menu.

2.) Click the Pencil Icon next to the Department you wish to edit. A popup for the Department will appear.

3.) Make any desired changes, then click <<Update Department>>.

How to Delete a Department

1.) Choose Manage > Departments from the left side menu.

2.) Click the Trash Icon next to the Department you wish to delete. A confirmation popup will appear.

3.) If you are sure you wish to delete, click <<Delete>> on the popup. If not, click <<Cancel>>.

Note: Deleting a Department will NOT delete any Teams inside of it. They will simply go back into the list of teams without departments!

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