Planning View
When you enter the Planning view, you'll find a list of the roles you've created. This list provides a clear overview of your workforce, allowing you to observe the number of reps assigned to each role and their corresponding production figures.
Monitoring view
This view is strategically designed with a primary focus on production within the dimensions covered by various roles. Consequently, the initial card displayed in the Monitoring view highlights these dimensions, with a detailed breakdown of the roles contained within.