FieldAlytics Enable- User Setup

Setting up a user for FieldAlytics Enable requires a few initial steps from an administrator. The first of these steps will be covered in this document, with the rest in separate articles. Before any of these steps can be completed, please contact a member of our Customer Success team to activate FieldAlytics Enable for your organization. Requirements include setting the correct User Type, Advanced Permissions, defining fiscal year, and assigning growers.

Fiscal Year Setup

Initially, it is recommended to define your organizations Fiscal Year. This does not need to be defined for each user as it is a Location setting. Start by clicking on the the menu in the upper right corner and selecting Administration. Next select Fiscal Year Definition from the drop-down menu.

Next, select a location and enter the Month and Day to start the Fiscal Year. Click Save to finish. Fiscal year must be set up by individual location.

User Admin

Once the Fiscal Year has been defined, users may now be allowed access to FieldAlytics Enable within User Admin. Access the User Admin tool from the drop-down menu within Administration.

From here, select a user from the user list on the left hand side. Once a user is selected, the User Type must be set to one of the following: Salesperson, Consultant, Precision Ag Specialist, or Advisor.

Next, click on Advanced Permissions. From here, check the box next to FieldAlytics Engage, then Save Changes. The user will now have access to FieldAlytics Engage, but will require extra setup to fully utilize the application.

Sales Goals Setup

The Sales Goals Setup tool is located within Administration. This tool allows administrators to configure user-specific sales goals by category. These goals appear in the Sales Goals tile within FieldAlytics Enable.

To begin, navigate to Administration → Sales Goals Setup.

Select Location & Fiscal Year

1. Select the Location.

2. Select the appropriate Fiscal Year.

   Choose how goals will be entered using the toggle:

   • Dollar ($)
   • Quantity

The active mode will be clearly indicated by the toggle selection.

After selecting a location, a list of users assigned to that location will display.

Setting Goals for a User

1. Expand the desired user.
2. Expand the available category (currently Agronomy).

Grain, Energy, and Feed categories are not currently supported for Quantity goals and are hidden for now.

Within Agronomy, the following sub-categories are available:

• Chemical
• Fertilizer
• Seed
• Service
• Miscellaneous

Each sub-category can be assigned a goal value.

Goal Entry Modes

Dollar ($) Mode

When Dollar mode is selected:

• Enter a total dollar goal at the sub-category level.
• Optionally expand the sub-category to assign goals to individual products.
• Click the + (plus) button to add a product.
• Search for and select the desired product.
• Enter the dollar goal amount.

Each sub-category includes a non-editable General line.

How General Works:

• The General value represents the remaining amount of the sub-category goal after individual product goals are entered.

  Example:

  • Total Chemical goal: $44,000
  • Individual product goals total: $20,000
  • General displays: $24,000

Totals automatically roll up to the category and user level.

Quantity Mode (New)

Quantity mode allows goals to be set using product-specific units instead of dollars.

To use Quantity mode:

1. Toggle from $ to Quantity.
2. Select the appropriate Unit of Measure (UOM) from the dropdown for the category.
3. Enter goal quantities at the sub-category level or expand to assign quantities to individual products.

Unit of Measure Standards

Quantity goals use Transfer Unit UOMs specific to each product type:

• Chemicals
• Fertilizer
• Seed – Seed Units
• Service – Acres
• Miscellaneous – Each

Each category provides a dropdown to select from available transfer units.

Quantity Rollup Behavior

• If quantities are entered at the product level, the system automatically sums them.
• Product quantities roll up to the sub-category total.
• Sub-category totals roll up to the category and user total.

The General line will reflect any remaining quantity not assigned to specific products.

Switching Between Dollar and Quantity

• Users can toggle between Dollar ($) and Quantity modes.
• Entered values remain sticky when switching modes (data will not be lost unless Cancel is selected).

• Toggling between modes will prompt the user to Save changes.

  Only one input type is required:

  • Either Dollar or Quantity must be entered to save.
  • Both fields do not need to be completed.

Data persists in the same manner as existing dollar-based goals, ensuring backward compatibility.

Assigning Growers

Assigning Growers to a user is essential for FieldAlytics Enable, this tool does not require an Administrator to access. To access this new tool, start by clicking on the menu icon in the upper right corner of the screen and selecting tools. Now find the Grower Assignment tool from the drop-down menu.

Next, a user must be selected to assign a grower, click on the User drop-down menu and search for the desired User. Now select a Location. Lastly find the desired Grower from within the Grower search box and click Add Grower and then Save.

The Assigned Grower will now appear within the list below. click the red - to remove the Grower. The boxes next to each Grower indicates what categories of functionality are available for the Grower, currently Agronomy is the only selectable category. Energy, Grain, and Feed will become available in future updates.

Calls to Action Configuration

Also within Tools is the Calls to Action Configuration. Select Calls to Action Configuration from the Dropdown Menu.

From there scroll to find a User in the left hand column, this column also displays all current Calls to Action by status (Not Started, In-Process, and Complete. Once a user is selected, the right side of the window will display all assigned growers. Clicking on the Grower name will expand all Calls to Action currently set up for that Grower. To configure a new Call to Action, click on the Green + to the right of the Grower.

In the new window, users must first select a call to action type. Next select an action to initialize the call to action. Optionally users may enter a custom Notification Text that will be sent when the criteria for the initializer has been met. Lastly users must enter an expiration date for this call to action. Click Save to finish.

In this example, the Call to action has been set to Create a chemical workorder with options of As-applied data exists, Farm Plan Created, or Chemical prepayment made. Once the selected criteria has been met, the Call to Actions status will automatically be updated to In-Process and a Notification will be sent with the Call to Action information, including any Notification Text, if any. Once a Call to Action has been configured, it will appear within the Engage tab for the user in FieldAlytics Mobile.