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GDI USER PROCEDURES Global Development Intelligence by Tango Analytics, LLC June 9, 2014 Version 3.7

GDI User Procedures


TABLE OF CONTENTS

Welcome to GDI ......................................................................................................................................... 6

User Log in ................................................................................................................................................. 6

Browser Settings ..................................................................................................................................... 7

Saving GDI Production as a Favorite ........................................................................................................ 15

Logging in ............................................................................................................................................... 17

Change Password Procedure ................................................................................................................... 18

Basic Navigation ......................................................................................................................................... 19

Home Menu ............................................................................................................................................ 19

Preferences ............................................................................................................................................ 19

Set Default Country ............................................................................................................................. 19

Set Default DMA ................................................................................................................................. 20

Switch Country .................................................................................................................................... 21

Basic Navigation of Screens, Sections, and Panes ..................................................................................... 21

Using Search/ Filters Feature ............................................................................................................... 23

Resizing The Screen ............................................................................................................................. 28

Back Button ........................................................................................................................................ 29

Mapping ..................................................................................................................................................... 29

Navigation Menu .................................................................................................................................... 29

Zoom In .............................................................................................................................................. 30

Zoom Out ............................................................................................................................................ 30

Home .................................................................................................................................................. 30

Full Extent ........................................................................................................................................... 31

Clear Layers......................................................................................................................................... 31

Move Map .......................................................................................................................................... 32

Distance Tool ...................................................................................................................................... 32

Locate ................................................................................................................................................. 33

GDI User Procedures


To Locate an Address ....................................................................................................................... 33

To Locate an Existing Record .......................................................................................................... 36

To Locate Coordinates ..................................................................................................................... 37

Zoom to Market ...................................................................................................................................... 39

Map Menu .............................................................................................................................................. 39

Layer Control ...................................................................................................................................... 39

Navteq Map & Google Base Map (North America Only) ....................................................................... 43

Google Satellite ................................................................................................................................... 43

Overview Map ..................................................................................................................................... 44

Legend ................................................................................................................................................ 44

Print .................................................................................................................................................... 45

Information Windows ............................................................................................................................. 45

Target Information Window ................................................................................................................ 45

Inactive Target Information Window ................................................................................................... 47

Site Information Window .................................................................................................................... 47

Inactive Site Information Window ....................................................................................................... 49

Store Information Window .................................................................................................................. 50

Closed Store Information..................................................................................................................... 53

Layers by Brand ................................................................................................................................... 54

Additional Information Windows ......................................................................................................... 54

Tools Menu ............................................................................................................................................. 55

Color Coded Maps ............................................................................................................................... 55

Dot Density Maps ................................................................................................................................ 57

Create Targets/Sites/Prospects/Competitors ....................................................................................... 59

Trade Areas ......................................................................................................................................... 68

Site Package Report or Analysis Tools .................................................................................................. 75

Demographic Report (Availability varies by country) ............................................................................ 80

GDI User Procedures


View/Edit Prospects Information (USA Only) ............................................................................................. 82

Converting a Prospect into a Site (USA Only) ............................................................................................. 85

With a Target associated with the Prospect ............................................................................................. 85

Without a Target associated.................................................................................................................... 87

View/Edit Target Information .................................................................................................................... 89

General Tab ............................................................................................................................................ 91

Attributes Tab ......................................................................................................................................... 91

Field Validation Tab ................................................................................................................................ 91

Associated Sites Tab ................................................................................................................................ 92

Reporting Tab ......................................................................................................................................... 92

View/Edit Site Information ........................................................................................................................ 93

Site Attributes ......................................................................................................................................... 95

Economics .............................................................................................................................................. 95

Demographics ......................................................................................................................................... 96

Contacts ................................................................................................................................................. 96

Milestones .............................................................................................................................................. 97

Questionnaire ......................................................................................................................................... 98

Photos .................................................................................................................................................... 99

Documents ............................................................................................................................................. 100

Reporting Tab ......................................................................................................................................... 103

Primary Site Process ................................................................................................................................... 103

Setting a Primary Site .............................................................................................................................. 103

View/Edit Store Information ...................................................................................................................... 104

Viewing Region Information....................................................................................................................... 109

View/Edit Mini-Market Information .......................................................................................................... 112

View/Edit Competitor Information ............................................................................................................ 114

View Shopping Center Information ............................................................................................................ 116

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View SDA Information ................................................................................................................................ 117

View/Edit Territory Information ................................................................................................................ 121

Sales Brochure ........................................................................................................................................ 125

View SDA Trade Area Information.............................................................................................................. 127

Reports ...................................................................................................................................................... 129

Entity Report .......................................................................................................................................... 129

Comparable Worksheet (USA Only) ......................................................................................................... 130

Navigation........................................................................................................................................... 130

Create New Analog.............................................................................................................................. 131

Print .................................................................................................................................................... 136

Existing Analogs .................................................................................................................................. 137

Finalize an Analog ............................................................................................................................... 138

Sales Forecast ......................................................................................................................................... 139

Trouble Shooting and Resources ................................................................................................................ 143


WELCOME TO GDI Dunkin’ Brands’ GDI is truly international. GDI started in the USA and has now spread around the world.

The map below shows the current scope of GDI worldwide.

Functional Footprint

Function USA Canada Alpha Countries Lite Countries

Map - Navteq

Map – Google

Map – Demographics

Targets

Pipeline Sites

Prospects

Stores

Competitors

Shopping Centers

Regions

MiniMarkets

Territory SDA Trade Areas

SDA

Sales Forecast

Market Optimization

USER LOG IN GDI will function in IE 8 or 9, Firefox, and Chrome. For IE 8 or 9, some settings may need to be changed

as described below.

GDI User Procedures


BROWSER SETTINGS

1. To log into the application, use Microsoft Internet Explorer (IE) version 8 or 9. To confirm the

version of Internet Explorer. Press Alt and H. The help window will open.

2. Click About Internet Explorer.

3. The window that opens will say which version is installed.

4. If needed, upgrade IE using the Self-Service Software Install on the Portal.

All new users should reset their Internet Explorer Settings prior to logging in. This process must be

completed for both trusted sites and non-trusted sites (Internet icon).

5. Open Internet Explorer

6. From the Tools menu, or the Tools drop-down in the upper right, choose Internet Options

FIGURE 1 INTERNET OPTIONS

7. Click on the Advanced Tab 8. Click Reset

GDI User Procedures


FIGURE 2 ADVANCED RESET

9. Check the box for Delete Personal Settings

10. Click Reset FIGURE 3 RESET

11. After resetting, close and reopen the IE Browser.

12. Open Internet Explorer

13. From the Tools menu, or the Tools drop-down in the upper right, choose Internet Options

GDI User Procedures


FIGURE 4 INTERNET OPTIONS

14. Click the Advanced tab

15. Click Enable native XMLHTTP support

16. Click Apply

FIGURE 5 XMLHTTP

17. Click the Security tab

18. Click the Green Check Mark for Trusted Sites

19. Click Custom Level

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FIGURE 6 SECURITY MENU

20. Scroll to the Downloads section of the list

21. Click Enable under

a. For IE 8, Click Enable under Automatic prompting for file downloads

b. For IE 9, Click Enable under File Download

FIGURE 7 DOWNLOAD SETTINGS (IE 9)

22. Scroll down to Miscellaneous

23. Under Display Mixed Content, select Enable

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FIGURE 8 DISPLAY MIXED CONTENT

24. Scroll to the Scripting section at the bottom of the list

a. For IE 8, Click Enable under Scripting

b. For IE 9, Click Enable under Active Scripting

FIGURE 9 SCRIPTING (IE 9)

25. Click OK

26. Click the Security tab

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27. Click the globe for Internet

28. Click Custom Level

29. Walk through steps 20-25


30. From the Security tab under zone view, select Trusted Sites

31. Click the Sites button

FIGURE 11 TRUSTED SITES

32. In the Add this website to the zone field, type the following website, click Add

a. https://dbi.tangoanalytics.com

b. NOTE: If receiving an https: error message, uncheck Require server verification before

adding

https://dbi.tangoanalytics.com/

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33. Click Close

FIGURE 12 ADD SITE

34. Click OK


35. Close and restart your browser

Navigate to production

Production URL:

https://dbi.tangoanalytics.com

https://dbi.tangoanalytics.com/

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FIGURE 14 LOGIN SCREEN

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SAVING GDI PRODUCTION AS A FAVORITE

1. After accessing the GDI Production URL, click on the Favorites button in the toolbar

FIGURE 15 FAVORITE

2. Click on Add to Favorites

FIGURE 16 ADD FAVORITE

3. Enter a Name and choose a folder from the Create in: field, then click Add

FIGURE 17 NAME FAVORITE

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4. Once the Favorite is added, click on the Favorites button again from the toolbar, find the new

Favorite, right click on the name and select Properties

FIGURE 18 PROPERTIES

5. When the Properties window opens, copy the following text: https://dbi.tangoanalytics.com

6. Select the Web Document tab and paste text into the URL: field, then click Apply

FIGURE 19 EDIT PROPERTIES

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LOGGING IN

1. To log into the system, input your username and password in the “Username” and “Password”

fields. Click Submit to login or Clear to clear both fields.

FIGURE 20: LOGGING IN

2. If you have forgotten your password click on the “Forgot Password?” hyperlink.

FIGURE 21: FORGOT PASSWORD

3. This will open a box where the user can input their username, first name, and last name. Click Submit

to have the system send you an email with your login credentials.

FIGURE 22: RCOVERING PASSWORD

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CHANGE PASSWORD PROCEDURE

2. Click the Preferences link in the top right corner of the screen.

FIGURE 23: PREFERENCES

3. Confirm your old password and enter your new password into the New Password and Re-Enter

Password boxes then click Change Password.

FIGURE 24: CHANGE PASSWORD

Password Rules

Each password must contain at least 8 characters

Each password must have at least one lower-case alphabetic character

Each password must have at least one upper-case alphabetic character

Each password must have at least one numeric character

Passwords can contain special characters such as @$%

More than 5 failed authentication attempts will lock the user account

GDI User Procedures


BASIC NAVIGATION

HOME MENU

1. Once logged in, the user will be taken to the home screen. The user can navigate the home

screen by using the Function Dashboard icons.

FIGURE 25: HOME SCREEN

Note: Depending upon the Country assigned to the User Role, the home screen will display different

menu options.

PREFERENCES

SET DEFAULT COUNTRY If the User has access to more than one Country, the User can select the default Country to view upon

each log in. To change the default country:

Note: Only available if user has access to multiple countries

1. Click on the Preferences link in the top right of the screen.


2. Select from the Country dropdown which country the user would like to have set as the default country when logging in. Click Save to set the default country.

FIGURE 27: SELECTING DEFAULT COUNTRY

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SET DEFAULT DMA Note: Only available in the USA

3. Click on the Preferences link in the top right of the screen.


4. Select from the DMA dropdown which DMA the user would like to have set as the default DMA. Click Save to set the default DMA.

FIGURE 29: SELECTING DEFAULT DMA

3. Setting a default DMA will allow the user to fast zoom to the selected DMA by selecting Home from the Navigation menu in the mapping section. FIGURE 30: HOME

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SWITCH COUNTRY If the user has access to multiple countries, they may change the country to view and work on within the

same login session. This does not change the default country under preferences.

1. Select the Change hyperlink in the upper right corner below the User Name

2. Select the Country (the list will vary depending on which Countries a user has access to.

3. Click Save and the Country will be displayed in the upper right

4. NOTE: This does not change the default country for the next time you Log into the system.

BASIC NAVIGATION OF SCREENS, SECTIONS, AND PANES

The screens often have sections and panes that can be controlled by the User.

1. The user can collapse the sections of the Function Dashboard by clicking the down arrow in

each section of icons.

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FIGURE 28: SECTION COLLAPSE

2. The user can expand a collapsed icon section by pressing the right arrow button in the collapsed

icon section.

FIGURE 31: EXPAND SECTION

3. The user can navigate to a desired page by using the icons.

a. In this example we will be navigating to the Pipeline Management screen.

FIGURE 32: MENU

4. Here the user is taken to the Pipeline Management screen. The user can collapse the Search

section and/or the table below by clicking the collapse arrows.

GDI User Procedures


FIGURE 33: PIPELINE MANAGEMENT

USING SEARCH/ FILTERS FEATURE 1. User can utilize the search filters in the table to refine their search on a page. In this example we

will filter by Fiscal Year. User will type in “2012” into the Fiscal Year search filter and select

Search. This will display all the Sites within the fiscal year of 2012.

FIGURE 34: FILTERS

2. Users can also use partial searches if they do not know the entirety of what they are searching

for. This is called a “Wildcard” search. In this example we will do a wildcard search in the Site

Name. Type Dal% into the Site Name filter and select Search.

b. This will populate the table with every Site with “Dal” anywhere in its Site Name.

GDI User Procedures


FIGURE 35: SEARCH

3. The user has the ability to move the filters around by clicking and dragging a filter box, and

dropping it into a new column in the table.

c. NOTE: data must be populated in the table before the search filters can be moved.

FIGURE 36: MOVE FILTER BOX

FIGURE 37: FILTER BOX MOVE

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4. If the user wants to sort the filter columns by ascending and descending order, they click the up

or down arrow in the desired filter box.

a. NOTE: currently layout and sorting changes cannot be saved

FIGURE 38: FILTER SORT

5. User can reset the Search criteria to blanks by clicking the Reset button.

a. NOTE: this only resets the Search criteria in the upper section, it does not remove any

criteria or results in the table section.

6. If the user would like to do a more advanced search they can click on the “Advanced” button.

FIGURE 39: ADVANCED SEARCH

7. Once in the Advanced Search mode, the user can customize their search criteria by clicking the

Add Fields button.

a. Here we will select DMA # as a new field to add to our search.

GDI User Procedures


FIGURE 40: ADD FIELDS

8. The newly selected field will now be shown as search criteria. To remove the newly added field,

click the red X.

FIGURE 41: REMOVING SEARCH FIELDS

9. To save this custom search criteria, click on the Save button.

FIGURE 42: SAVE SEARCH

10. A Create Saved Search box will appear on the screen. To set the custom search criteria as the

default search for this page, check the Set as Default box.

GDI User Procedures


FIGURE 43: SET AS DEFAULT

11. To have this search run automatically when it is selected, check the Run Automatically box.

FIGURE 44: RUN AUTOMATICALLY

12. To save this search and save the selected search formats, type a name in the Name box and

click OK. To cancel the save, click Cancel.

FIGURE 45: NAME SEARCH

13. To select a saved custom search, select it from the Saved Search dropdown.

a. NOTE: if Run Automatically was selected when the search was saved, the search will

automatically run and generate the search results.

GDI User Procedures


FIGURE 46: SELECTING SEARCH

RESIZING THE SCREEN 1. The user can resize the size of the table in a page by clicking and dragging the top of the table.

FIGURE 47: RESIZE

FIGURE 48: RESIZED

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BACK BUTTON While navigating through modules within the application, the user can easily go back to the previous

page they were working on by clicking the “back” button in the right side of the screen. When going

back to the previous page using the back button, it does not save any search criteria you had previously

entered.

FIGURE 49: BACK BUTTON

MAPPING The Mapping module of GDI visually displays data. At the top left of the map are four icons and a drop

down menu. Each is discussed in the guide.

To access the Mapping, from the main menu select the Mapping icon.

FIGURE 50: Main Menu - Map

The Map will be displayed at the full extent of the Country (unless a default DMA is selected, available in

the USA only). At the top left of the map is the map menu.

FIGURE 51: MAPPING MENU

NAVIGATION MENU

We will start with the second menu icon.

GDI User Procedures


ZOOM IN 1. Go to Navigation > Zoom In

FIGURE 52: ZOOM IN

2. Cross hair will appear on the map. Click and drag over designated area to Zoom In.

FIGURE 53: ZOOM IN AREA

ZOOM OUT 1. Go to Navigation > Zoom Out

FIGURE 54: ZOOM OUT MENU

HOME The Home View is currently the center of the Country. In the USA, if the user has set up a default DMA,

this will zoom to the user selected DMA.

1. Go to Navigation > Home

GDI User Procedures


FIGURE 55: HOME MENU

FULL EXTENT Full extent resets the view of the map to display the entire Country. In this example, the United States.

When selecting Full Extent, the map will also be cleared of any previously turned on layers.

1. Go to Navigation > Full Extent

FIGURE 56: FULL EXTENT MENU

CLEAR LAYERS This gives the user the ability to clear all turned on layers at once, and keep the existing position of the

map.

1. Navigate to the Navigation menu and click Clear Layers

GDI User Procedures


FIGURE 57: CLEAR LAYERS

MOVE MAP Manually move the map view to a desired location by the Move Map menu option or simply clicking on

the map dragging in the desired direction. In addition, the user can pan the map from the slider tool at

the top left of the screen.

1. Go to Navigation > Move Map 2. After clicking on Move Map the mouse arrow will appear as cross arrows when placed over the

map. 3. Click and drag the map to desired location.

FIGURE 58: MOVE MAP MENU

DISTANCE TOOL Calculate the distance between two or more points.

1. Go to Navigation > Distance Tool

GDI User Procedures


FIGURE 59: DISTANCE TOOL

2. Click on two or more points on the map. A dot will appear on the locations chosen and a line

will connect all the dots respectively. A small dialog box at the bottom center of the screen will

calculate the total distance between all of the points.

FIGURE 60: DISTANCE TOOL

3. Click Finish to stop calculating the distance but keep the lines on the map, or click Clear to clear

the map and exit the tool.

LOCATE View a location by Address, Intersection, Existing Record, or Coordinates. Once you’ve navigated to the

location, use the Google Map hyperlink to see the area in Google Street View.

TO LOCATE AN ADDRESS

1. Go to Navigation > Locate

GDI User Procedures


FIGURE 61: LOCATE MENU

2. Under Address tab, type in an Address, City, State (two letter abbreviations), Country, and Zip. a. NOTE: Always enter an Address, City, State or Zip and Country. If you enter only a Zip,

it will locate the coordinates without a State. 3. Click Find to generate the coordinates of the Address in the Longitude and Latitude cells. The

map will be redirected and will place a red star at the coordinate’s location.

FIGURE 62: LOCATE ADDRESS

FIGURE 63: STREET VIEW

4. Click Cancel to exit the Locate Tool and remove the red start from the map.

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LOCATE AN INTERSECTION


FIGURE 64: LOCATE

2. Type in the intersection in the Address box located under the Address tab. Enter the City and

State or Country.

3. Click the Find button.

4. NOTE: Type the minor street name first followed by the major street name. Be sure to add the

entire street name including ST, BLVD, RD, etc.

FIGURE 65: LOCATE INTERSECTION

5. The map will navigate to the intersection and place a red star on the map designating the location.

a. NOTE: The red star may not be on the exact spot. The system may locate the center of the street.

GDI User Procedures


FIGURE 66: LOCATE INTERSECTION

TO LOCATE AN EXISTING RECORD


FIGURE 67: LOCATE EXISTING RECORD

2. Under Existing Record tab, select Site, Target or Store in the Entity Type drop down list and enter in the existing Record ID for the selected entity.

FIGURE 68: LOCATE SITE

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3. Click Find. If the Record ID exists, then the map will be redirected and will show a red star in the

location of the record.

FIGURE 69: ZOOM TO LOCATION

4. If the record is not found, a Message dialog box on the map will pop up. Click OK in the Message box.

FIGURE 70: RECORD NOT FOUND

TO LOCATE COORDINATES


FIGURE 71: LOCATE COORDINATES

2. Under the Coordinates tab, enter in the Longitude and Latitude of desired location.

GDI User Procedures


FIGURE 72: COORDINATES

3. Click Zoom to Location. The map will be re-directed and a red star will be in the exact location of the entered coordinates.

FIGURE 73: ZOOM TO COORDINATES

4. To choose a location on the map without coordinates, click Pick. A Cross hair will appear in

place of the arrow when hovered over the map.

5. Click on the map in the desired location. The coordinates will automatically be filled in the Locate box and the map will re-center to a red star, which is the marker for the chosen location.

FIGURE 74: COORDINATES FOUND

GDI User Procedures


6. Click Cancel to exit the Locate tool.

ZOOM TO MARKET

To zoom to a specific market (DMA):

1. Click on the Zoom to Market drop down menu. 2. Use the scroll bar to locate the Market. 3. Select a Market by clicking once with the mouse.

FIGURE 75: ZOOM TO MARKET

4. The map will redirect to the selected Market.

MAP MENU

The Map menu is the first menu icon on the Map.

LAYER CONTROL The list of Layers available is dependent upon which Country is selected. The list below is for The United

States. A smaller list will be displayed for other Countries where certain data or features are not

available, for example Traffic or SDA Territories.

In the United States, the User can turn map layers on or off for:

Targets

Inactive Targets

Sites

Inactive Sites

Sites With Labels

Stores

o Stores by Brand

o Stores by Sales

o Stores With Labels

Layers by Brand

GDI User Procedures


o Stores

Stores - Dunkin

Stores - Baskin

Stores - Combo

o Targets

Targets - Dunkin

Targets - Baskin

Targets - Combo

o Sites

Sites - Dunkin

Sites - Baskin

Sites - Combo

o Prospects

Prospects - Dunkin

Prospects - Baskin

Prospects - Combo

o Territory

DD - Territory

BR - Territory

DDBR - Territory

Stores Closed

Prospects

Trade Areas –Stores

Trade Areas – Sites

Trade Area – Targets

Mini-Market

Territories

SDA Trade Area

Big Box

Grocery Stores

Shopping Centers – GLA

Development Regions

VP Regions

Market Regions

Traffic Counts

DMA

County

Competitors

o QSR

o Coffee

o Donuts

o Gas Convenience

o Ice Cream

1. Go to Map > Layer Control

GDI User Procedures


2. Layers are automatically turned off (red X). To turn on a layer, click the layer control and a green check ( ) will appear.

3. Hover over the black triangle () to see submenu selections. 4. Click the checked layer again to turn the layer off.

a. NOTE: In most cases the map should be zoomed in to a lower level. Otherwise a warning message will appear stating that there are too many POI (points of interest) to display.

FIGURE 76: POI WARNING

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FIGURE 77: LAYER CONTROL MENU

The Layer Control menu offers many options to display data visually on the map. Three layers are the

most commonly used:

Targets

Sites

Stores

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Always zoom in to an area to see these layers. Clicking on the icons of these layers will open an

Information Window that is described further in this guide (see Information Windows).

NAVTEQ MAP & GOOGLE BASE MAP (NORTH AMERICA ONLY)

The Navteq map is the default map display for the United States and Canada. Google is the default map

for other Countries. If Google Satellite is turned on, to switch back to the Navteq Map or Google Base

Map view:

1. Go to Map > Navteq Map or 2. Go to Map > Google Base Map

FIGURE 78: NAVTEQ/GOOGLE BASE MAP (DEFAULT DISPAY)

GOOGLE SATELLITE To switch from the default Map display to a Google Satellite Map layer:

1. Go to Map > Google Satellite

FIGURE 79: GOOGLE SATELLITE

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OVERVIEW MAP The overview map is automatically displayed at bottom right corner of map; to turn it off/on:

1. Go to Map > Overview Map (turns off the Overview Map) 2. Repeat step 1 to turn Overview Map back on.

FIGURE 80: OVERVIEW MAP

LEGEND To turn the legend on/off:

1. Go to Map > Legend – the legend will appear at the very right side of the screen. 2. Repeat step 1 to turn the Legend off.

a. NOTE: This is a dynamic legend. The legend will show all the layers that are currently turned on and showing on the screen.

FIGURE 81: LEGEND

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PRINT To print the map screen:

1. Go to Map > Print – the Print Map box will appear at the very right side of the screen. 2. In the Title field, type in a Map Title and/or type in a Sub Title underneath. Also, select a size for

the map.

FIGURE 82: MAP SIZE

3. Click Submit (or Cancel to leave Print). 4. Download Print Map will appear in the Print Map box, click to download the map. 5. A dialog box will show, click Open to view the map or click Save to save it to a computer. 6. The map is automatically printed as a PDF, which will open after clicking Open or Save. 7. Click Cancel to remove the Print Map tool.

INFORMATION WINDOWS

Targets, Sites and Store icons on the Map have pop-up information windows that will display key data.

Full details can be viewed by going to the detail pages.

NOTE: Data available on the Information Windows will vary by Country; for example, some Countries will

not have demographic data. Some data may be blank until it is completed on the detailed pages or via

integration.

TARGET INFORMATION WINDOW To display key Information for a Target:

1. Turn on the Target layer in Layer Control. 2. Hover the mouse arrow over the desired Target location and it will become a hand with a

pointed finger. Click on the Target. 3. A box with detailed information about the selected location will appear. 4. Click on the tabs to see the key data (see list below).

GDI User Procedures


Target Information:

General Tab o Target ID o Target Name o Tier (USA only) o Latitude o Longitude o City o State/Province o Country o DMA (USA only) o DMA Name (USA only) o County FIPS (USA only) o County Name (USA only) o Mini-Market (USA only)

Attributes Tab o Territory ID o Territory Status o SDA PC (USA only) o SDA Owner

Field Validation Tab o Development Phasing o Development Priority o Real Estate Cost in Trade Area o Difficulty of Entry o Ability to Get Image o Traffic Rating o Development Target Year

Demographics (availability varies by country)

5. Click the Toggle Trade Area button at the bottom of the Information Window to display the Trade Area.

6. Click Remove All Trade Area link to turn off the Trade Area. 7. Click the View Record Link to open a new window with the Target detail pages. 8. Click Google Street View under View Record in the General tab, to view the Store location in

Google Maps.

GDI User Procedures


FIGURE 83: TARGET TRADE AREA

INACTIVE TARGET INFORMATION WINDOW

1. To view Closed Targets navigate to Map >Layer Control and select Inactive Targets.

FIGURE 84: INACTIVE TARGETS

2. Inactive Targets will show up on the map as black squares.

FIGURE 85: INACTIVE TARGET

3. To view Target Information, Demographics and View Records for the Inactive Target, hover the

mouse arrow over the desired Inactive Target location and it will become a hand with a pointed

finger.

4. Click on the Inactive Target and a box with detailed information about the selected location will

appear.

SITE INFORMATION WINDOW To display key Information for a Site:

GDI User Procedures


1. Turn on the Site layer in Layer Control. 2. Hover the mouse arrow over the desired Site location and it will become a hand with a pointed

finger. Click on the Site. 3. A box with detailed information about the selected location will appear. 4. Click on the tabs to see the key data (see list below).

Site Information:

General Tab o Site ID

o Site Name

o Site Type

o Store PC#

o Franchisee (USA Only)

o Brands

o Address 1

o City

o State/Province

o Country

o Zip Code

o Drive Thru

o Latitude

o Longitude

o DMA # (USA only)

o DMA Name (USA only)

Contacts Tab (Different roles will be displayed for Countries other than USA and Canada)

o Development Manager

o Construction Manager

o Market Planner

o DD Operations Manager

o BR Operations Manager

Status Tab

o Deal Status

o Open Date

o Fiscal Year

o Fiscal Quarter

o Dead Deal Date

Milestones (available outside of the USA)

o Real Estate Identified

o Site Secured

o Under Construction

o Ready to Open

o Open

Demographics Tab (availability varies by country)

5. Click the Toggle Trade Area button at the bottom of the Information Window to display the Trade Area.

6. Click Remove All Trade Area link to turn off the Trade Area.

GDI User Procedures


7. Click the View Record Link to open a new window with of the Site detail pages. 8. Click Google Street View under View Record in the General tab, to view the Site location in

Google Maps.

FIGURE 86: TOGGLE TRADE AREA

INACTIVE SITE INFORMATION WINDOW 5. To view Inactive Sites navigate to Map >Layer Control and select Inactive Sites.

FIGURE 87: INACTIVE SITES

6. Inactive Sites will show up on the map as a black triangle.

FIGURE 88: INACTIVE SITE

7. To view Site Information, Demographics and View Record for the Inactive Site, hover the mouse

arrow over the desired Inactive Site location and it will become a hand with a pointed finger.

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8. Click on the Inactive Site and a box with detailed information about the selected location will

appear.

a. NOTE: Trade areas are not available for Inactive Sites.

STORE INFORMATION WINDOW To display key Information for a Store:

1. Turn on the Stores layer in Layer Control.

FIGURE 89: STORES LAYER

2. Hover the mouse arrow over the desired Store location and it will become a hand with a

pointed finger. Click on the Store. 3. A box with detailed information about the selected location will appear.

FIGURE 90: STORE INFO WINDOW

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4. Click on the tabs to see the key data (see list below).

Store Information:

General Tab

o Store PC#

o Store Name (outside USA)

o Network/Territory Name

o Brands

o Address 1

o City

o State/Province

o Country

o Zip Code

o Latitude

o Longitude

o Site Type

o Drive Thru

o Operations Manager (USA Only)

o Operations Director

o DMA # (USA Only)

o DMA Name (USA Only)

Status Tab

o DD Shop Status

o DD Original Open

o DD Contractual Remodel (USA Only)

o DD Close Date

o BR Shop Status

o BR Original Open

o BR Contractual Remodel (USA Only)

o BR Close Date

Sales Tab (Sales for Countries other USA and Canada will have only 3 sales vales)

o DD AWS YTD

o DD Comp Growth YTD

o BR AWS YTD

o BR Comp Growth YTD

o Rooftop AWS YTD

o Rooftop Comp Growth YTD

Demographic (only available for USA, Canada, United Kingdom, and Australia)

o Trade Area Size

o Total Population

o Population Density

o Median Household Income

o Household Density

o Landscape Affluent (4 Groups)

o Landscape Middle Class (4 Groups)

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o Landscape Lower Income/Rural (7 Groups)

o Race- White %

o Race- Black %

o Race- Asian %

o Race- Other %

o Ethnicity- Hispanic %

o Population Age- 0-13%

o Population Age 14-24%

o Households with Children %

o Daytime Population

o Total Establishments

o Total Employees

o Employees as a % of Residential Population

o White Collar Employees

5. Click the Toggle Trade Area button at the bottom of the Information Window to display the

Trade Area.

FIGURE 91: TOGGLE STORE TRADE AREA

6. Click Remove All Trade Area link to turn off the Trade Area

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FIGURE 92: REMOVE TRADE AREA

7. Click Google Street View under View Record in the General tab, to view the Store location in

Google Maps.

8. Click the View Record Link to open a new window of the Store detail pages.

CLOSED STORE INFORMATION 1. To view Closed Stores navigate to Map >Layer Control and select Stores Closed.

2. The icon for a Closed Store is a black circle with a white star.

3. Like the Stores layer, there is an information tab that will display key data such as date closed.

a. NOTE: Trade areas are not available for Closed Stores.

FIGURE 93: STORES CLOSED

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LAYERS BY BRAND 1. To view layers for a specific brand, navigate to Layers By Brand in the Layer Control section.

This will allow the user to turn on the Stores, Targets, Sites, Prospects, and Territory layers by a

specific brand

FIGURE 94: LAYERS BY BRAND

ADDITIONAL INFORMATION WINDOWS Information windows are available for the following items on the map. Availability varies by country.

Territories

Big Box

Grocery

Shopping Centers – GLA

Traffic Count

Competition

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TOOLS MENU

This is the third menu icon on the Map.

COLOR CODED MAPS The color coded maps are driven by demographic data; therefore, not all Countries will have Color Coded

maps. Countries that do, will have a different list than below.

1. Go to Tools > Color Coded Maps. Click on one of the listed Color Coding options (i.e. Median Household Income). A color coded map will be generated accordingly.

FIGURE 95: COLOR CODED MAPS FOR USA

2. If the User is zoomed out too far the system will display an error message. Click OK to zoom to

the proper level to view the Color Coded Map.

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FIGURE 96: ZOOM LEVEL ERROR

3. Only one themed map can be viewed at a time. However, a color coded map can be combined

with a Dot Density map.

FIGURE 97: COLOR CODED MAPS

4. Go to Map > Legend to view the legend referencing the different color codes.

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FIGURE 98: COLOR CODED MAP LEGEND

5. To turn off the Color Coded Map, go back to Tools > Color Coded Maps and uncheck the checked

shading option (the green check mark becomes a red X). 6. Repeat steps 1-4 for all other Color Coding Map options.

DOT DENSITY MAPS The Dot Density maps are driven by demographic data; therefore, not all Countries will have Dot Density

maps. Countries that do, will have a different list than below.

1. Go to Tools > Dot Density Maps

FIGURE 99: DOT DENSITY MAPS

2. Click on one of the Dot Density Maps

a. For this example Total Population DD

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3. If the User is zoomed out too far, the system will display an error message. Click OK to zoom to

the proper level to view the Dot Density Map.

FIGURE 100: ZOOM LEVEL ERROR

4. Go to Tools > to turn off the selected Dot Density Map by clicking on the selected Dot Density

Map in the menu.

FIGURE 101: DOT DENSITY MAP - TOTAL POP DD

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CREATE TARGETS/SITES/PROSPECTS/COMPETITORS Create or modify a Target (general area of proposed locations), a Site (exact point of a proposed

location), a Prospect (possible Site location that does not require a Target for creation), or a Competitor.

NOTE: A Target must be created before a Site can be created. Prospects do not need a Target for

creation.

CREATE A TARGET (MARKET PLANNERS ONLY)

Only Market Planners should create Targets

1. Go to Tools > Create Site/Targets

FIGURE 102: CREATE SITES/TARGETS MENU

2. A Create dialog box will appear to the left of the screen and all Targets and Sites will automatically be displayed on the map. Choose Target from the drop down menu and select Create.

FIGURE 103: CREATE - TARGET

3. The mouse arrow will become a cross hair. Click on the point of desired Target location and a Target Information box will appear.

a. NOTE: Turn on Google Satellite and zoom closer on the map to improve accuracy. 4. Enter a Name for the new Target in the blank Name field and choose a Brand from the drop

down list. a. NOTE: Target Name must be unique and may not contain any special characters such as

@#$%^&*()+=/\{}[]!~’”:; i. Example Good: DW_TEST_TARGET_100 or DW TEST TARGET 100

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ii. Example Bad: DW, test Target!

FIGURE 104: CREATE TARGET

5. Click Create in the Target Information box. The message below will appear when the Target was

successfully created. Click OK and a small colored square (Color will be based on brand. Orange

for Dunkin Donuts, Pink for Baskin Robbins, and Orange with a pink outline for Combo) will be

shown on the map where the Target was dropped.

FIGURE 105: TARGET CREATE MESSAGE

FIGURE 106: TARGET ON MAP

CREATE A SITE

1. Go to Tools > Create Sites/Targets

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FIGURE 107: CREATE - SITE

2. A Create dialog box will appear. All Sites and Targets will be displayed on the map. Choose Site from the drop down menu and select Create.

3. The mouse arrow will become a cross hair. Click on the point of the selected Site location and a Site Information box will appear.

a. NOTE: Turn on Google Satellite and zoom closer on the map to improve accuracy. 4. Select a Target from the drop down menu. Validate that the Target area you select will only

have one open store. 5. Enter a Name for the new Site in the blank Name field.

i. NOTE: The standard naming convention is Two Letter State_City_Street Address.

ii. Site Name must be unique and may not contain any special characters such as @#$%^&*()+=/\{}[]!~’”:;

iii. Example Good: MA_Canton_130 Royall Street iv. Example Bad: DW, “TEST” SITE!

6. Validate the Street Address. 7. Choose the Brand from the drop down list. 8. Select the Store Type from the drop down list. 9. Select Yes/No for Drive Thru.

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FIGURE 108: CREATE SITE

10. Click Create in the Site Information box. The message below will appear when the Target was successfully created. Click OK and a colored triangle (Color is based on brand. Orange for Dunkin Donuts, Pink for Baskin Robbins, and Orange with a pink outline for a Combo) will be shown on the map where the Site was dropped.

a. NOTE: For a Site to show up on the map these conditions must be met: i. Site should not be either an Inactive Status or an Open status ii. Site should have a trade area with the current status=“True”

iii. Site should be assigned to a valid Target with status=“C”

FIGURE 109: CREATE SITE MESSAGE

FIGURE 110: SITE ON MAP

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CREATE A COMPETITOR

1. Navigate to Tools and click Create Sites/Targets.

2. Select Competitor from the drop down box

3. Click Create and click on the map where you would like to create the Competitor.

a. NOTE: Turn on Google Satellite and zoom closer on the map to improve accuracy. 4. Fill in the appropriate Fields and click Create.

5. NOTE: To make a Competitor inactive, navigate to the Home menu, select Competitors, and

search for the Competitor. Select edit and change the Status to Closed.

FIGURE 111: CREATE COMPETITOR

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CREATE A PROSPECT (USA ONLY)

1. Navigate to Tools and click Create Sites/Targets. 2. Select Prospect from the dropdown menu.

FIGURE 112: SELECT PROSPECT

3. Click Create and click on the map where you would like to create the Prospect.

a. NOTE: Turn on Google Satellite and zoom closer on the map to improve accuracy. b. NOTE: A Prospect does not require a Target to be created.

FIGURE 113: CREATE PROSPECT

4. Input the Prospect data in the Prospect Information window and click Create to create the

Prospect. To cancel the creation process click Cancel.

a. NOTE: The name field is the Project Name, not the Prospect Name.

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FIGURE 114: PROSPECT INFORMATION

5. Once the Prospect has been created click OK in the pop-up window and the Prospect icon will

show on the map.

FIGURE 115: CREATION SUCCESSFUL

FIGURE 116: PROSPECT ON MAP

PROSPECT MASS PROSPECT UPLOAD (USA ONLY)

If the user has an Excel file with multiple Prospects, the Market Planner can mass upload them in the

Prospects Page.

1. Navigate to the Prospects page under the Store Development section.

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FIGURE 117: PROSPECTS PAGE

2. Click on the Add New Prospect Sites in the top right hand corner of the page. This will take

the user to the upload/preview page.

FIGURE 118: ADD NEW PROSPECT SITES

3. To select the Excel Prospects file for upload, click the Browse button. This will open a file

search box in windows explorer.

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FIGURE 119: FILE SEARCH

4. Select the file for upload and click Open

FIGURE 120: FILE SELECTION

5. To confirm and upload the selected file, click the Confirm button. To cancel the upload,

click the Cancel button. To change the file that will be used for upload, click the Update

button.

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FIGURE 121: FILE UPLOAD

TRADE AREAS

CUSTOM TRADE AREAS

1. To edit a Site’s trade area, zoom to the desired Site’s location

FIGURE 122: CUSTOM TRADE AREA SITE

2. To generate a custom trade area go to Tools > Trade Areas > Custom Trade Area

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FIGURE 123: CUSTOM TRADE AREA MENU

3. The Custom Trade Area window will appear. Click Select and then click on the desired Site to

generate a custom trade area.

FIGURE 124: SELECT SITE

4. To draw a ring trade area for the Site, click Draw Ring. Click on and drag over the Site to

generate a ring trade area around the Site. To assign the trade area to the Site click Assign

Trade Area. To remove the generated trade area select Cancel

b. NOTE: if a ring is desired, another option is to select System Generated trade Area and

enter the distance for the ring

c. NOTE: the radius of the ring trade area being created will be shown in the Custom

Trade Area box.

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FIGURE 125: COMPLETED CUSTOM RING TRADE AREA

FIGURE 126: TRADE AREA RADIUS

5. To generate a custom shape trade area for the selected Site click Custom Shape

FIGURE 127: DRAW TRADE AREA

6. To draw the custom shape trade area, click around the Site until the desired shape has been

formed for the trade area.

7. The user can alter the polygon before finishing by clicking and dragging the points of the shape.

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FIGURE 128: POLYGON TRADE AREA

8. To finish the drawing process, click on the first point that was dropped.

9. To assign the trade area to the Site, click the Assign Trade Area button. To remove the trade

area, click Cancel.

FIGURE 129: COMPLETED CUSTOM POLYGON

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4. NOTE: Some counties, you can also edit an existing trade area. (Not available in the USA)

5. To edit the existing trade area without starting from scratch, select Edit TA.

FIGURE 130: EDIT TRADE AREA

6. The existing trade area will show around the select site as lines connected by nodes. Simply

drag and drop and click different points on the map to edit the existing trade area.

7. Right click on a node and select delete to remove a node from the trade area.

8. Close the shape to complete the trade area.

9. Select Finish or Clear

FIGURE 131: EDIT NODES

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SYSTEM GENERATED TRADE AREAS

1. To generate a standard trade area for a Site go to Tools > Trade Area > System Generated TA.

FIGURE 132: SYSTEM GENERATED TRADE AREA MENU

2. The System Generated TA window will pop up. Click Select and then click on the desired Site to

generate a trade area.

FIGURE 133: SELECT SYSTEM GENERATED TA

3. To draw a drive time trade area, input the desired drive time amount into the Enter the value

box. Once a desired drive time has been entered, click the Draw DT TA button.

4. To draw a ring trade area, input the desired number of miles (e.g. 2 miles) for the size of the

ring into the Enter the value box. Once a desired number of miles have been entered, click the

Draw Ring TA button.

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FIGURE 134: DRAW RING

5. To remove the System Generated TA Box, click Cancel.

6. To remove the Trade Area, click the Site to have the Site Information Window appear. Scroll

down and click Remove All Trade Area.

RESTORE TRADE AREA

1. To restore a Site’s trade area to a previous version go to Tools > Trade Area > Restore Trade

Area.

2. The Restore Trade Area window will pop up. Select the desired Site to restore the trade area

for, from the Choose a Site box. Once the Site has been selected, the Then Pick an Old Version

box will be populated with previous trade area versions for the Site. Select the desired trade

area and click Restore Old Version. To stop the trade area restoration process click Cancel.

a. NOTE: The Choose Site box will only represent Sites within the map view and Sites that

have custom created trade areas.

FIGURE 135: RESTORE TA SELECTION

3. To toggle off the trade area from the map, go to Map > Layer Control and unselect Trade Areas

– Sites.

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SITE PACKAGE REPORT OR ANALYSIS TOOLS In USA the menu is labeled Site Package Report, where the User can select to run an Entity Package

Report. Outside the USA, the menu is labeled Analysis Tools, where the User can run a Site Package

Report or create and edit a Territory.

SITE/PROSPECT PACKAGE REPORT (AVAILABILITY VARIES BY COUNTRY)

To run the Site or Prospect Package Report:

1. Zoom into the Map to the location of the Site

2. Select Tools > Site Package Report/Analysis Tools > Entity Package Report

FIGURE 136: SITE PACKAGE REPORT MENU

3. The Sites layer will turn on and a dialog box for the report will be displayed

4. Select “Site” or “Prospect” from the Entity dropdown box.

FIGURE 137: SELECT ENTITY

5. On the dialog box click the Select button and with the mouse single click the site icon of the site.

6. The Site Name will appear on the dialog box

7. Click the Submit button to run the report of the Submit (no AWS) button to run the report

without the average weekly sales.

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8. A dialog box will appear for a confirmation to run the report. Click OK, else the report will not

run.

FIGURE 139: GENERATING REPORT ALERT

9. Wait for the report to complete (this may take several minutes). A message will appear advising

that the Report is complete. Click OK.

FIGURE 140: REPORT COMPLETE

10. The Entity Package Report dialog box will appear again with a hyperlink below the box for

“Download Report”

11. Click to download the report.

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FIGURE 141: DOWNLOAD REPORT

a. NOTE: The report will take a few minutes to run.

b. NOTE: On the Demographic Page, the Default TA is based on the Trade Area rules for

the Site. The User may have changed the Trade Area and that will be listed in the

Current TA column.

MANAGE RETAIL MARKETS (AVAILABILITY VARIES BY COUNTRY)

This feature should only be used by a Market Planner. This tool allows the Market Planner to create and

edit Territories.

CREATE A TERRITORY

1. To create a new Territory, select the Manage Retail Markets menu.

2. A box will appear with 3 buttons

a. Edit - to edit an existing Territory (Pencil Icon)

b. Draw - to Create a new Territory (Map Icon)

c. Cancel - to cancel the procedure (Red X Icon)

FIGURE 142: MANAGE RETAIL MARKETS

3. Select the second or middle button the create a territory

4. Using the mouse, click as many points on the map as necessary to create the outline of the new

territory

5. As the mouse is clicked red dots will appear to outline the territory

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FIGURE 143: CREATE TERRITORY

6. To complete the territory click the beginning red dot to close the area.

7. A dialog box will appear

8. To complete the process, fill in the Territory Name, select a status and a brand.

9. Click Submit and a message will appear confirming the creation. Click OK

FIGURE 144: COMPLETE TERRITORY

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EDIT A TERRITORY

To edit a Territory follow the same process above except

1. Select the first icon to Edit (pencil)

2. The Territory should appear

3. A dialog box will appear to select the Territory

4. Click OK and using the mouse, click inside the boundary of the territory

5. All of the red dots (nodes) will appear

FIGURE 145: EDIT TERRITORY NODES

6. Select any dot and drag it to a new location

7. When editing is complete click Finish

FIGURE 146: FINISH EDIT TERRITORY

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8. The dialog box will appear to update the Status

9. Change the Status as appropriate

10. Click Submit and OK on the confirmation dialog box

11. Click the Cancel (red X) on the Territory edit tool to close.

DEMOGRAPHIC REPORT (AVAILABILITY VARIES BY COUNTRY) A Demographic report can be run on any point of the map. A site or prospect does not need to be

created on the map.

1. Zoom to the location where the desired Site is located.

2. To run the report navigate to Tools > Demographic Reports.

FIGURE 147: DEMOGRAPHIC REPORT MENU

3. The user can run a report for a specific location on the map by clicking the Pick button and then

clicking on the desired location or they can input specific LAT/LONG coordinates. The user can

also select the Type (Ring or Drive Time), Format (PDF, Excel, RTF), and input desired radii for

the report. To run the report, click the Run button.

a. NOTE: to run the version of the report that does not display sensitive financial data:

click the Run (no AWS) button.

b. Enter a Title and Subtitle as desired

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FIGURE 148: DEMOGRAPHIC REPORTS

4. User will be alerted the report is being generated. To continue, click OK.

FIGURE 149: DOWNLOADING REPORT

5. Once the report has been generated click the Download Report hyperlink.


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VIEW/EDIT PROSPECTS INFORMATION (USA ONLY) 1. Click on Prospects from the Store Development section.

FIGURE 151: PROSPECTS

2. The user can either search for Prospects by Status, Brand Name, Prospects ID, and/or Project

Name. The user can also click the Search button and this will populate the table with every

Prospect in the system.

a. For this example lets search for Prospect ID 395

b. NOTE: The default search will be TmcsProSitesQueryVOCriteria

FIGURE 152: SEARCH FOR PROSPECT

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3. To view the Prospects record click on the magnifying glass under View. To edit the Prospect’s

record, click the pencil under Edit.

a. For this example we will click on the View mode.

FIGURE 153: SELECTING A PROSPECT

4. To view the general information for the selected Prospect, click the Prospect Site General tab.

FIGURE 154: GENERAL TAB

5. To view the proximity information, click on the Proximity tab.

FIGURE 155: PROXIMITY INFORMATION

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6. To view the demographic information, click on the Demographics tab.

FIGURE 156: DEMOGRAPHICS DATA

7. To edit the selected Prospect click the Edit Mode button in the right hand corner.

FIGURE 157: EDIT PROSPECT

8. Once in edit mode the user can update the Prospect’s information. To save any changes made

click Save and to return to the search screen click Back.

a. NOTE: Changing the Status to Approved will not convert the Prospect into a Site.

b. NOTE: To validate the Prospect, edit and complete the fields on the General Tab.


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CONVERTING A PROSPECT INTO A SITE (USA ONLY)

WITH A TARGET ASSOCIATED WITH THE PROSPECT

1. Click on Prospects from the Store Development section.


2. The user can either search for Prospects by Status, Brand Name, Prospects ID, and/or Project


Prospect in the system.



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3. To view the prospects record click on the magnifying glass under View. To edit the prospect’s




4. To edit the selected prospect click the Edit Mode button in the right hand corner.


5. Once in edit mode, click the Convert to Site button in the top right.

a. NOTE: To convert to a Site, the Prospect must have a Target associated with it.

FIGURE 163: CONVERT TO SITE

6. Once the creation is successful a message will show and the prospects status will be changed to

Approved

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FIGURE 164: SITE CREATION SUCCESSFUL

7. To save the record click the Save button.

FIGURE 165: SAVE RECORD

WITHOUT A TARGET ASSOCIATED

1. Click on Prospects from the Store Development section.


2. The user can either search for prospects by Status, Brand Name, Prospects ID, and/or Project


prospect in the system.


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3. To view the prospects record click on the magnifying glass under View. To edit the prospect’s




4. To edit the selected prospect click the Edit Mode button in the right hand corner.


5. Click Convert to Site and an error message will appear

6. To tie a Target to the selected Prospect, click the Target ID drop down. Select the Target that

the Prospect should be assigned. Click Save.

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FIGURE 170: TARGET DOES NOT EXIST

7. If there is no Target within the default radius (5 min DT), a message will show and the user will

have to request a Target be created by the Market Planner (refer to create

sites/targets/prospects section) and repeat step 6.

FIGURE 171: NO TARGET

8. Once a target is associated with the prospect follow steps 5-7 in the previous section.

VIEW/EDIT TARGET INFORMATION 1. On the home screen, user will navigate to the Targets page under the Store Development

section.

FIGURE 172: MAIN MENU - TARGETS

2. User will search for desired Target by Target ID, Target Name, and/or DMA Name. Once the

search criteria have been filled in, click Search.

a. NOTE: The default search will be “TmcsTargetsBVOCriteria”

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FIGURE 173: TARGET SEARCH

3. User will click on the Magnifying glass under the column View for the selected Target. This will

take the user to the selected Target’s information page.

FIGURE 174: SELECT TARGET

4. Once a Target record has been selected, the Target detail page will open.

5. To view the data, click the various tabs. To edit the data, click Edit.

FIGURE 175: EDIT TARGET INFORMATION

6. User can update desired fields while in edit mode. Once any changes have been made, select

the Save button to save the changes and then select View Mode to return to view mode.

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FIGURE 176: TARGET EDIT/ VIEW MODE

GENERAL TAB

Some of the data is generated when the Target is created on the Map. Most data on the General tab is

controlled by the Target creation process. The Target Name, Tier, Annual Plan and Brand can be changed

or added.

The Demographic data is generated by the area around the centroid of the Target placement on the

map.

ATTRIBUTES TAB

The Attributes tab has read-only data either generated when the Target was created or updated by an

interface with GDT.

FIGURE 177: TARGET ATTRIBUTES

FIELD VALIDATION TAB

Market Planners and Development Managers can edit the Field Validation Tab.

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FIGURE 178: TARGET FIELD VALIDATION

ASSOCIATED SITES TAB

To view the associated Sites for the selected Target, the user will select the Associated Sites tab. Here

the user can see the Sites that are associated with their selected Target. The user can navigate to each

Site’s information page by clicking on the desired Site’s Site Name.

NOTE: If there are no Sites associated with the selected Target, no Sites will show on this page.

NOTE: The Associated Sites tab is where Development Managers set a site as primary. Please see the

section called ‘Setting a Primary Site’ for detailed steps.

FIGURE 179: ASSOCIATED SITES

REPORTING TAB

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This tab is used to run an Entity Report for the Target. Please refer to the “Entity Report” section in the

“Reporting” section for further information.

FIGURE 180: REPORTING

VIEW/EDIT SITE INFORMATION 1. On the home screen, navigate to the Pipeline Management page from Store Development

section.

FIGURE 181: MAIN MENU - PIPELINE MANGEMENT

2. User will input their search criteria in the Site ID, Site Name, and/or DealStatus boxes and select

Search.

a. In this example we will search by Site ID 53.

b. NOTE: if searching by Deal Status, Active will return all Sites that are not labeled as

Open or Inactive. If searching by Inactive this will return all Sites labeled as Open and

Inactive.

FIGURE 182: SITE SEARCH

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3. To view the selected Site’s information page, the user will click on the magnifying glass

hyperlink for that Site under the column View.


4. The user will now be on the selected Site’s information page. The first page will show the Site’s

general information. The user can edit this information by clicking the Edit Mode button.

FIGURE 184: EDIT SITE

5. Once in edit mode, the user can edit fields that become editable. Once the desired changes

have been made, click, Save to save the changes and View Mode to return to view mode.

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FIGURE 185: SAVE SITE

SITE ATTRIBUTES

To view the Sites attributes, click on the Attributes tab. Initially, most of the data will be blank. Once

the deal is created in GDT via the ‘Primary Site Process’, the data will be populated via a nightly

integration process from GDT.

FIGURE 186: SITE ATTRIBUTES

ECONOMICS

To view the Site’s economic data, select the Economics tab. This is read-only data that is updated by

GDT on a nightly schedule.

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FIGURE 187: SITE ECONOMICS

DEMOGRAPHICS

To view the demographic data for the Site, select the Demographics tab. The demographic data

cannot be edited. The data is generated by the system based upon the trade area created for the

Site.

FIGURE 188: SITE DEMOGRAPHICS

CONTACTS

To view the contacts associated with the Site, select the Contacts tab. Here the user can filter their

contacts by inserting search criteria in the desired filter box.

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FIGURE 189: SITE CONTACTS

1. New contacts can be added when in edit mode by selecting Create New and completing contact

fields. Click Save to save the entry.

FIGURE 190: EDIT SITE CONTACTS

MILESTONES

To view the milestones associated with the Site, select the Milestones tab. Here the user can view

Milestone dates for the selected Site.

1. In the USA, milestone dates are not entered by the User. The dates are added via integration

with GDT on a nightly process.

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FIGURE 191: SITE MILESTONES

QUESTIONNAIRE

1. To view the Site Questionnaire for the selected Site, navigate to the Questionnaire tab.

FIGURE 192: VIEW QUESTIONNAIRE

2. Click the Edit Mode button to allow for Site Questionnaire creation.

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3. Click Create Survey to begin editing the Questionnaire for the Site.

a. NOTE: To create a Site Questionnaire the user must be in Edit Mode.

FIGURE 193: CREATE SITE QUESTIONNAIRE

4. Make any changes to the Site Questionnaire and click Save to keep the changes or Cancel to

remove the changes.

a. NOTE: If any questions are not answered a warning message will appear and provide

the list of unanswered questions. The User can select OK and continue without

completing the questionnaire.

FIGURE 194: SAVE/CANCEL QUESTIONNAIRE

PHOTOS

FIGURE 195: VIEW PHOTO

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1. To upload a picture for the selected Site, click the Edit button.

2. Insert a Picture Name for the photo and Description (optional). To select a photo to upload,

click Browse and select the photo from the appropriate folder.

FIGURE 196: UPLOAD PHOTO

3. Once a photo has been selected, click Create New to upload the photo to the system. Save the

photo to the Site by clicking Save.

FIGURE 197: UPLOAD PHOTO

DOCUMENTS

To view documents associated with the Site, select the Documents tab. Here the user can view and

upload documents to the Site.

FIGURE 198: SITE DOCUMENTS

GDI User Procedures


1. To upload documents to the Site, click Edit.

FIGURE 199: DOCUMENT TAB

2. To add a document, click Add.

FIGURE 200: ADD DOCUMENT

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3. Document upload window will pop up. Click the Browse button to select the document to be

used for upload.

FIGURE 201: SELECTING DOCUMENT

4. User can enter a description for the document to be associated with. Once the user is finished

updating the document, click Ok to upload the document. Select Cancel to stop the document

uploading process.

FIGURE 202: UPLOADING DOCUMENT

5. An information pop up will show on the screen. Click Ok to proceed with the process.

FIGURE 203: UPLOADING DOCUMENT

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6. To remove a document from a Site, select the document and then select Delete Document from

the Actions list.

FIGURE 204: DOCUMENT REMOVAL

REPORTING TAB

This tab is used to run an Entity Report for the Site. Please refer to the “Entity Report” section in the

“Reporting” section for further information.


PRIMARY SITE PROCESS There may be more than one Site associated to a Target. Once the business decision is made to move

one Site forward as a Store location, the selected Site can be designated as the Primary Site in GDI. For

the USA, this is an important step as the Primary Site data integrates with GDT.

SETTING A PRIMARY SITE

Prior to setting a Site as Primary, the user must edit the Site Record information to capture the following

for a:

New Site = Deal Type,

Retrofit = Deal Type and Store PC #, or

Relocation = Deal Type and Relocated PC #

Next, the user will navigate to the associated Target. There are two ways to navigate to the Target.

GDI User Procedures


1. From the Main Menu select the Target icon and search for the Target ID, or

2. From the Site page, click the Target ID on the General Tab and a new window will open.

Once the Target is open:

1. Click on the Edit button.

2. Select the Associated Sites Tab.

3. Highlight the record row for the Site to be designated as the Primary Site.

4. Click the Set Primary button.

FIGURE 206: PRIMARY SITE

5. A checkbox will appear in the Primary column for that Site.

6. Click Save to save the edits and begin the immediate integration with GDT.

7. The Site is now designated as the Primary Site and any other Sites associated with the Target

will become Inactive and no longer appear as an Active Site.

a. NOTE: When the integration with GDT is complete, the Deal ID, Deal Status and

Integration Status is now filled in. To see the updates, you may have to refresh the

page by selecting View Mode and navigating back to the Associated Sites Tab.

FIGURE 207: PRIMARY SELECTION

VIEW/EDIT STORE INFORMATION 1. The user can navigate to the Stores page by clicking the Stores icon in the Main Menu.

GDI User Procedures


FIGURE 208: MAIN MENU - STORES

2. To view a Store’s information, the user can click on the desired Store in the Store Information

table.

a. For this example we will select Store “336583” by entering the number in the Store PC#

and clicking the Enter key

FIGURE 209: FILTER FOR STORE

3. The user can view the selected Store on the map by clicking the magnifying glass under View for

the desired Store.

FIGURE 210: MAGNIFYING GLASS FOR STORE

4. To view the stores general information, click the General tab.

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FIGURE 211: GENERAL TAB

5. To view the selected Store’s attributes, select the Attributes tab.

FIGURE 212: STORE ATTRIBUTE

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6. To view the Store’s demographics, click the Demographics tab.

a. Note: outside of the USA, currently only Australia, Canada, and United Kingdom have

demographic values

FIGURE 213: DEMOGRAPHICS TAB

7. To view the selected Store’s sales data, select the Sales tab.

FIGURE 214: STORES SALES TAB

8. To view the selected Store’s lease data, select the Lease tab.

a. NOTE: only Stores that have Dunkin’ Brands on the lease as the Primary or Sublease

will display data.

GDI User Procedures


FIGURE 215: STORE LEASE DTA

9. To view the questionnaire for the selected Store, select the Questionnaire tab.

a. Note: The questionnaire is only applicable to the USA for Dunkin’ Donuts or Combo

locations

FIGURE 216: STORE QUESTIONNAIRE

10. To edit the selected Store’s information, click the Edit link on the table next to the Map link.

This will allow the user to edit certain fields for the selected Store. Once the user has finished

editing, click Save to save the changes and then click View Stores to return to the view mode.

FIGURE 217: EDIT STORE DATA

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11. The Reporting tab is used to run an Entity Report for the Store. Please refer to the “Entity

Report” section in the “Reporting” section for further information.


VIEWING REGION INFORMATION United States only

To view the Region information:

1. User can navigate to the Regions page either by selecting the Regions icon in the Geographies

section.

FIGURE 219: MENU - REGIONS

2. The user will be taken to the Regions screen. To view a specific region the user clicks on the

desired Region in the Region List. This will populate the DMA table below with the DMAs

located in the selected region.

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3. The user can view a specific DMA’s information by selecting a DMA from the DMA for Selected

Region table.

FIGURE 220: REGIONS

4. To view the selected DMA’s detailed information, click the Detail hyperlink for the selected

DMA.

FIGURE 221: REGIONS DETAILS LINK

5. The user will be taken to the selected DMA’s information page. To view the counties associated

with the selected DMA, select the Counties tab.

GDI User Procedures


FIGURE 222: REGIONS - COUNTIES

6. The user can view a specific county within the DMA by clicking the County Name.

FIGURE 223: HIGHLIGHT COUNTY

7. The user can view the selected DMA’s mini-markets by selecting the MiniMarkets tab.

8. The user can view a specific mini-market on the map by selecting the Mini-Market name.

FIGURE 224: REGIONS MINIMARKETS

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VIEW/EDIT MINI-MARKET INFORMATION United States only

To view and edit mini-market information:

1. User will navigate to the MiniMarkets page by clicking the MiniMarket icon in the Geographies

section.

FIGURE 225: MENU- MINIMARKETS

2. User clicks on the desired mini-market from the MiniMarket Information table. This will update

the View MiniMarket Information with the selected mini-market’s information, and zoom the

map to the selected mini-market.

a. In this example we will select mini-market “868003”.

GDI User Procedures


FIGURE 226: MINI-MARKETS

3. To edit the selected mini-market’s information the user will click on the Edit Mode button. This

will allow the user to edit any editable fields.

FIGURE 227: MINI-MARKET EDIT

4. User can input the desired information to edit once in the Edit Mode. Once the desired changes

have been made the user will select Save to save the changes, and click View Mode to return to

the view only mode.

FIGURE 228: EDIT COMMENTS

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VIEW/EDIT COMPETITOR INFORMATION Note: Competitor data and edit function availability varies by country

To view competitor information:

1. The user will navigate to the Competitors page either by clicking the Competitors icon in the

Locations section.

FIGURE 229: MAIN MENU - COMPETITORS

2. The user will select the desired Competitor from the Competitor Information table.

a. For this example we will search by entering “TOWN PUMP” in the Brand column and

pressing the Enter key.

3. To view the location on the map, the user will select one of the competitors listed.

FIGURE 230: MAP COMPETITOR

4. To view the selected Competitor’s attributes, select the Attributes tab.

GDI User Procedures


FIGURE 231: COMPETITOR ATTRIBUTES

5. Where available, to edit the competitor data, select Edit.

FIGURE 232: EDIT COMPETITOR

6. Data fields will open for the user to edit. Make the appropriate changes, and click Save.

FIGURE 233: SAVE COMPETITOR

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VIEW SHOPPING CENTER INFORMATION Note: Not all Countries have Shopping Center data available

To view Shopping Center information:

1. The user can navigate to the Shopping Centers page by clicking the Shopping Centers icon in the

Locations section of the Home Menu.

FIGURE 234: MAIN MENU - SHOPPING CENTERS

2. The user can view a Shopping Center’s information by selecting the desired shopping center

from the Shopping Center Information table.

a. For this example we will select Center “84439”

3. To see the selected Shopping Center on the map, click the desired Shopping Center.

FIGURE 235: SHOPPING CENTER INFORMATION MAP

4. To view the selected Shopping Center’s attribute information, select the Attributes tab.

GDI User Procedures


FIGURE 236: SHOPPING CENTER INFORMATION ATTRIBUTES

5. Where available, to edit the shopping center data, select Edit.

FIGURE 237: EDIT SHOPPING CENTER

6. Data fields will open for the user to edit. Make the appropriate changes, and click Save.

FIGURE 238: SAVE SHOPPING CENTER

VIEW SDA INFORMATION Note: Only available in the USA

1. User can navigate to the SDA page by clicking on the SDA icon in the Franchise Development

section of the Home Menu.

GDI User Procedures


FIGURE 239: MAIN MENU SDA

2. Here the user can populate the search table with all available SDA’s by clicking the Search

button. The user can also search for the SDA ID they want by inputting the desired SDA ID in the

SDA ID search box. The user can run an advanced search by clicking the Advanced Search

button.

a. NOTE: The default search is TmcsSdaVOCriteria

FIGURE 240: SDA SEARCH

3. To view a SDA’s information, click on the magnifying glass under the View column of the desired

SDA.

FIGURE 241: SELECTING A SDA

4. Here the user will be able to view the information for the selected SDA. The user can view the

SDA’s development schedule by clicking on the SDA Dev Schedule tab.

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FIGURE 242: SDA DEV SCHEDULE

5. To view any SDA amendments, click on the SDA Amendment tab.

FIGURE 243: SDA AMENDEMENT

6. To view SDA payments, click on the SDA Payment tab.

FIGURE 244: SDA PAYMENT

7. To view/create any comments tied to the selected SDA, click on the SDA Comments tab.

GDI User Procedures


FIGURE 245: SDA COMMENTS

8. To create a comment for the selected SDA, click on the Create New button. This will add a new

comment line. Enter the desired comment into the comment box and click Save to add the

comment.

FIGURE 246: ADD NEW COMMENT

9. To view the territories associated with the selected SDA, click on the Territory tab.

FIGURE 247: TERRITORIES

10. To view a territories information page, click on the Detail hyperlink for the desired territory.

GDI User Procedures


FIGURE 248: TERRITORY DETAIL

VIEW/EDIT TERRITORY INFORMATION Note: Not all tabs in this module are available outside of the USA

To view and edit Territory information:

1. User can navigate to the Territory page by clicking the Territory icon in the Geographies section

of the Home Menu.

FIGURE 249: MAIN MENU - TERRITORY

2. To view a Territory’s information, select the desired Territory from the Territory Information

table.

a. For this example we will select “T51710900” by entering that ID in the Territory ID

column and pressing the Enter key

FIGURE 250: SELECT TERRITORY

3. To edit the selected territory’s information, click the Edit pencil. This will allow the user to

update certain information for the selected territory.

GDI User Procedures


FIGURE 251: EDIT TERRITORY

4. The user can save the edits made to the selected territory by clicking the Save button. To return

to the view mode click the View button.

FIGURE 252: SAVE TERRITORY

5. To view the territory details and position on the map, click the magnifying glass next to the

desired territory.

FIGURE 253: VIEW TERRITORY

FIGURE 254: DETAILED TERRITORY INFORMATION

6. To view the mini-markets within the territory, select the Mini-Markets tab. To view specific

mini-market’s information and position on the map, select the desired mini-market from the

mini-markets table.

GDI User Procedures


FIGURE 255: TERRITORY MINI-MARKETS

7. To view SDA trade areas for the selected territory, select the Trade Areas tab. To view a specific

SDA trade area’s information and position on the map, select it from the SDA trade area table.

FIGURE 256: TERRITORY TRADE AREAS

8. To view the Stores associated with the territory, select the Stores tab. To view a Store’s

information and position on the map, select the desired Store from the Stores table.

GDI User Procedures


FIGURE 257: TERRITORY STORES

9. To view the Targets associated for the selected territory, select the Targets tab. To view a

specific Target’s information and position on the map, select it from the Target table.

FIGURE 258: TERRITORY TARGETS

10. To view Sites associated with the territory, select the Sites tab. To view a specific Site’s

information and position on the map, select the desired Site from the Sites table.

GDI User Procedures


FIGURE 259: TERRITORY SITES

SALES BROCHURE

1. To run a sales brochure for a territory, the user must navigate to the Territory page by clicking

the Territory icon in the Geographies section.

FIGURE 260: MAIN MENU - TERRITORY

2. The user must select a territory they would like to run the report for. Click the magnifying glass

for the desired territory.

a. For this example we will select territory “T98127382”

3. To run the report, select the Reporting tab, click Start to start Reporting or check “No Sales”

and then click Start to start reporting to begin running the report.

GDI User Procedures


FIGURE 261: REPORT TAB

4. Once the report has finished running, click the Download Report hyperlink.

FIGURE 262: REPORT DOWNLOAD

5. A PDF dialog box will appear. Click, Open to view the report.

GDI User Procedures


FIGURE 263: OPEN PDF

VIEW SDA TRADE AREA INFORMATION Note: Only available in the USA

To view SDA Trade Area information:

1. The user can navigate to the SDA Trade Area page by clicking the SDA Trade Area icon in the

Geographies section.

FIGURE 264: MAIN MENU - SDA TRADE AREAS

2. The user can view a specific SDA Trade Area’s information by selecting it from the SDA Trade

Area Information table.

a. For this example we will use SDA trade Area “200459170562”.

GDI User Procedures


FIGURE 265: SELECT SDA TRADE AREA

3. To view the selected trade area on the map, click the Map hyperlink for the desired trade area.

FIGURE 266: VIEW SDA TRADE AREA

4. To view the SDA information for the trade area, select the SDA tab.

FIGURE 267: SDA TRADE AREA INFORMATION

GDI User Procedures


REPORTS The following reports are currently available in the system:

Sales Brochure (see Sales Brochure section under View/Edit Territory Information)

o With and without AWS data

Demographic Report (see Demographic Report section under Mapping > Tools Menu)


Site Package Report (see Site Package Report section under Mapping > Tools Menu)


Entity Report

Comparable Worksheet


Sales Forecast

ENTITY REPORT

1. The user is able to run a 2 page overview “Entity Report” for Targets, Site, and Stores. To run

this report, navigate to the “Reporting” tab of the corresponding Target, Site, or Store.

a. In this example we will run an Entity Report for a Site.

FIGURE 268: REPORTING TAB

2. To run the report, click on the Start hyperlink. This will begin the report.

FIGURE 269: START REPORT

3. Once the report is finished, click on the “Download Report” hyperlink to view the report.


GDI User Procedures


COMPARABLE WORKSHEET (USA ONLY)

The Comparable Worksheet is a function in GDI that allows the user to find comparable existing stores to

further analyze the Site.

NAVIGATION 1. Navigate to Pipeline Management from the Main Menu under the Store Development section.

FIGURE 271 MAIN MENU - PIPELINE MANGEMENT

2. Search for the Site.

a. In this example, we will search by “Active” Sites and filter by the City of “Houston”.

FIGURE 272 SEARCH PIPELINE

3. Click the Analog icon to open the Comparable Worksheet screens.

a. NOTE: next to the Analog button is the number of Analogs created for the Site (#)

FIGURE 273 SEARCH PIPELINE

4. The Search Analog screen will appear.

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FIGURE 274 SEARCH ANALOGS

CREATE NEW ANALOG To create a new analog:

1. Click the New Analog button,

2. Enter the Analog Name and Description, and

3. Click the Save button.

FIGURE 275 NEW ANALOG

4. Click the Search button to start the new Analog.

FIGURE 276 SEARCH ANALOG

5. The Search for Comparable Stores table will be displayed.

6. Select the Trade Area for your Site.

7. Select the Margin.

FIGURE 277 FILTERS

8. Select the appropriate filters from the drop down menus to reduce the number of Stores.

a. NOTE: If you do not select any filters, the entire list of open Stores will be displayed in

the Find Comparables section.

9. Click the Find Comparables button.

GDI User Procedures


10. A list of Stores will be displayed based upon the criteria selected in the filters. The number of

Stores found based on the filters will be displayed.

FIGURE 278 NUMBER OF STORES

11. The user can sort using the Similarity Measure by descending order.

a. NOTE: This may take a few moments if the comparable Store list is long.

FIGURE 279 SORT COLUMN

12. Any of the columns with checkmarks ( ) can be sorted or filtered. To filter one of these

columns enter a 1 or a 0 (zero). 1 equals “Yes” and 0 equals “No”. For example, if a 1 is entered

for TOT POP then only the Stores in the list with a Total Population equal to +/- the margin of

the Total Population of the Site will be in the list (Figure 280).

GDI User Procedures


FIGURE 280 FILTER TOTAL POPULATION

13. To select the Comparable Stores, use the CRTL key + the LEFT mouse button to highlight the

rows.

a. NOTE: A maximum of four (4) Stores can be selected. The system will allow more to be

highlighted but only 4 will be displayed on the Comparable Worksheet

FIGURE 281 HIGHLIGHT ROWS

14. Once the Stores have been selected (highlighted), click the Display CompSheet button.

b. NOTE: Depending on the selection of Sites, the button may not be visible. In that case,

use the far right scroll bar to scroll up to see the button.

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FIGURE 282 DISPLAY COMPSHEET BUTTON

15. The Comparable Worksheet will be displayed with the Site in the left column and the

comparable Stores selected in the columns to the right.

FIGURE 283 COMP WORKSHEET

16. There are comment sections on the far right for any pertinent text.

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FIGURE 284 COMMENT BOXES

17. Responses can be added to certain rows (white, non-highlighted by color). Double click the

mouse on the cell to edit it. Some of the cells have a drop down box with a list of values.

FIGURE 285 EDIT ROWS

18. At the bottom of the Comp Worksheet, enter the dollar amounts for the proposed Site (do not

type a “$”) by double clicking the cells for “DD Sales” and “BR Sales”. Once the two values are

entered, double click the grey cell for Combined Sales and the total number will be calculated

and populated.

FIGURE 286 COMBINED SALES

GDI User Procedures


PRINT To save and print the results:

1. Click the Save and Print Preview button (either with AWS or without).

FIGURE 287 PRINT PREVIEW BUTTON

2. The Print Preview screen will be displayed.

3. To print to PDF:

a. Select the Export to PDF button at the top of the screen

FIGURE 288: EXPORT TO PDF

b. A new tab will open with the PDF

c. Scroll to the bottom of the Comparable Worksheet and select Export, then PDF.

FIGURE 289: PRINT PDF

d. To close the Print Preview screen close the Browser Tab

4. Export all or a portion of the results to Excel:

a. Click the Export to Excel button to export the entire worksheet to Excel or,

b. Highlight the sections or columns to export and click the Export Selected button.

GDI User Procedures


FIGURE 290 EXPORT ALL

FIGURE 291 EXPORT SELECTED

19. Click the Back button to return to the Comp Worksheet

EXISTING ANALOGS To work on or review an existing analog navigate to Pipeline Management, search for the Sites and select

the Analog icon. NOTE: if there are 1 or more existing Analogs the number next to the icon will display

the number.

1. Click the Analog icon (button) to display the Search Analogs screen.

GDI User Procedures


FIGURE 292 ANALOG BUTTON

2. Click the View Results link for one of the Analogs.

FIGURE 293 VIEW RESULTS

3. To return to the Search Analogs page click the Analog Header button.

FIGURE 294 ANALOG HEADER BUTTON

4. To change the comparable Stores, click the Search link and refer to the prior steps for selecting

comparable Stores.

FINALIZE AN ANALOG Once the Analog is complete:

1. Navigate to the Analog Header

FIGURE 295 ANALOG HEADER

2. Change the status to “Final”

3. Click the Save button

GDI User Procedures


FIGURE 296 FINALIZE ANALOG

4. The Analog is then frozen and can only be viewed. A new Analog can still be created if needed.

SALES FORECAST

1. Click on Sales Forecast icon:

FIGURE 297: SALES FORECAST

2. The user can search for a specific Site by entering the Site ID, Site Name, or Deal Status into the

respective search boxes and then click Search.

a. For this example we will search by Site ID “759”

FIGURE 298: SITE SEARCH

3. Click on the Site name to access the sales forecast page for the selected Site.

FIGURE 299: SELECT A SITE

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4. Click on Site Name

5. Click “Create Scenario”

FIGURE 300: CREATE SCENARIO

6. Enter Name and Description for the scenario.

7. Click OK.

FIGURE 320: SCENARIO NAME & DESCRIPTION

8. The user can select/deselect the Stores they would like to include in the sales forecast by

clicking the check box next to the Store in the Stores Included (Default X Miles Radius) section.

GDI User Procedures


FIGURE 321: STORES INCLUDED

9. Once the Stores have been selected, the user will click Submit to run the sales forecast. To

cancel the sales forecast the user will click the Cancel button.

a. NOTE: The Site questionnaire for the selected Site MUST be completed prior to

submitting the sales forecast report.

FIGURE 322: SUBMIT SALES FORECAST

GDI User Procedures


10. Once the sales forecast has been run, the user can generate a PDF report by clicking the

Download Sales Forecast Report in the reporting section.

FIGURE 323: GENERATE REPORT

11. To open the report click on the Download Sales Forecast Report hyperlink. This will open the

file download box, click Open to open the report.

FIGURE 324: DOWNLOAD REPORT & OPEN REPORT

12. The user can also navigate to the sales forecast module directly from the Site record page.

Navigate to the desired Site and on the main screen click the Sales Forecast button in the top

right of the screen. This will take the user to the selected Site’s sales forecast screen.

FIGURE 325: SITE SALES FORECAST

GDI User Procedures


TROUBLE SHOOTING AND RESOURCES A few trouble shooting tips:

1. Clear the browser’s cache (CTRL+F5)

a. For IE 8 you can also use the menu: ToolsInternet OptionsBrowsing History Delete

button

2. Logout, close browser, open browser and login

3. Close all open applications and restart computer

Are you not sure how to complete a specific task? Example: How to run a Site Package Report

1. Reference your User Procedures

2. Contact a peer in a similar role

3. Reach out to a GDI Project Team Field SME

NOTE: When requesting support via email, please copy [email protected]

Are you looking for additional information on a particular system functionality? Example: Additional

information on Overlap Analysis or other Training Support

1. Attend a Webinar on the particular topic if available

2. View a Webinar for the topic, posted on the portal

3. Reference your User Procedures

4. Contact a peer in a similar role

5. Reach out to a GDI Project Team Field SME

6. Contact the Development Services Team

NOTE: When requesting support via email, please copy [email protected]

Are you experiencing technical issues? Examples: Password not working or system errors

1. Contact [email protected]

GDI Project Team Field SMEs

Market Planners:

Orin Albrecht

Kevin Bourke

Damyon Claar-Pressley

Channing Lackland

Brad Bearison

Andy Verostek

Jeff Balton

Development Managers:

Richard Derbes

Larry Harris

Dan Tavares

Ian Poole

Construction Manager:

Mark Feuti

GDI Project Team Leads

Todd Davenport

David Srsic

Dan Hocking

Mike Wordell

Kate Ellis-Feuti

Nicole Chase

mailto:[email protected]

