The pages this segment runs on. Which of them answers for you is decided by the roster, not by this list — you are only offered the ones your role can open.
Who is giving how much credit, to which account, and when it lands — plus Quota/GSR impact, expiry exposure and a monthly and fiscal-year forward view. Pick a View level (FLM) to scope the whole page to one leader's territory; every filter cascades to it, and Download Excel writes exactly the slice on screen.
Open the dashboard →For credit that arrives after the workbook has gone round — typed straight into the month's snapshot, one row, no spreadsheet. It lands in the same object an upload writes, so the change log and the dashboard pick it up identically. Only your own accounts are shown or touched.
Enter a credit →Who owns which account — tier, AM, FLM, SA and SA FLM — which is where every credit row's ownership comes from when it is published. Yours to keep current: AMs, FLMs and admins all see the whole list and can change any of it — add an account, take one onto your own name, correct an SA. Saving re-expands the months already on file, so a corrected owner reaches the dashboard without a re-upload.
Open the account mapping →Publish a month: the collection workbook goes in, is checked sheet by sheet, and becomes that month's snapshot — replacing what was there. An admin's job, because it rewrites the month for everybody; the entry page is the way to add one credit.
Open the upload page →The roster: which alias is an ADMIN, an FLM, an AM or NONE, and which accounts or FLMs each one is scoped to. This is the file the API checks on every request, so it is the only thing that decides who reads a number.
Open the access page →