What are the different options in the people filter?
Overview
Atrium's people filter allows you to easily find and select the people, teams, or a combination of both whose content you would like to display in your Alert Feed and Custom Goal Views.
What are the different options in the people filter?
There are 4 options to choose from in the people filter:
- Individual reps
- Team excluding All Reports
- This will only select that team.
- So if you select "NA AE Team excluding All Reports" it will only include the NA AE Team. No direct reports to NA AE Team will show.
- Team & Direct Reports
- This will include that team and all direct reports to that team.
- So if you select "Corp AE Team & Direct Reports" it will include the Corp AE Team and everyone directly reporting to that team.
- Team & All Reports
- This will include that team and all reports to that team.
- So if you select "NA AE Team & All Reports" it will include the NA AE Team and everyone rolling up to that team will show.
How to use it
The people filter is ordered alphabetically. The team options will use the custom name of a team, if added, or Atrium's abbreviation of the default name for the team. You can start to type the name of the team or name of the manager to narrow down the filter.
Here is an example of a custom named team and two ways you could find it in the people filter:
1. If you know the manager's name of the team you are looking for, you can enter that and narrow your options.
2. If the team is custom named, you can search for that name to narrow your options
FAQ and Additional Details
What happens if the team I had selected in the people filter no longer exists?
- It will be removed! Simple as that. But this is important to note since you could have an org chart change that causes the settings on your existing Goal View or Alert Feed to no longer display the original selection. Let me give an example:
- I have a Goal View with GTM Inside Sales Team & Direct Reports selected in the people filter (this team is custom named and automatically grouped by role under Manager X). Manager X then gets a new role and manages a new team. The reps that used to report to them now report to Manger Y. That means this "GTM Inside Sales Team & Direct Reports" no longer exists and that Goal View will have no people selected.