In this release, we’ve made major enhancements to rollups. You can now set financial targets in rollups, create and manage rollup-specific saved views and create user saved views that are available across assortments and rollups.
Financial targets are now available in rollups
You can now set and track assortment targets directly within rollups, and create targets for rollups as well.
This gives you visibility into assortment performance at a higher level, without switching between rollups and assortments. Targets in rollups align with your existing assortment workflows, so you can plan and measure progress more efficiently.
For more information, visit Targets in assortments.
Create and manage user saved views in rollups
You can now create user saved views from a rollup.
When saving a new view in a rollup, you have the option of setting the visibility to User saved view, which means:
- The view is visible only to you
- It’s available in any assortment or rollup
- Other users cannot see or edit it
You can create, rename, delete or save over existing user saved views at any time. Confirmation messages appear when your view is saved, updated, or deleted, so you always know the result of your action.
This gives you flexibility to work the way you prefer, while keeping shared rollup views consistent for your team.
For more information, visit Rollups: Review multiple assortments in a rollup.
Create and manage rollup saved views
You can also create rollup saved views specific to one rollup, giving you the same flexibility available at the assortment level.
You can create, edit, and delete rollup-specific saved views to preserve your preferred columns, filters, pivots, and layout settings. Each saved view is tied to the rollup you’re working in, keeping configurations organized and relevant.
If you don’t have permission to edit rollups, you can still view available saved views, but you won’t be able to modify them.
For more information, visit Rollups: Review multiple assortments in a rollup.