Skip to main content
Documentation
Documentation
Adaptive Planning
Last Updated: 2025-11-14
Example: Territory Planning Solution

Example: Territory Planning Solution

Adaptive Planning
 for Sales provides a sample reference solution with best practices for territory planning. The reference solution is a set of sample dashboards, sheets, models, and integration tasks that highlight the capabilities of our territory planning solution. Our territory planning solution helps you manage both the planning and daily operational activities. Each dashboard usually represents a step in your planning process. The dashboard may also include an overview that contains text notes explaining the planning process and the purpose of each dashboard or chart.
The solution includes data models and a set of dashboards that help you:
  • Use rule-based account segmentation and manual account assignment.
  • Manage accounts in the same account family.
  • Assign roles based on team assignments for territories.
  • Reclaim lost accounts, and account transfer request and approval.
  • Change data capture for incremental export to third-party systems.
  • Use geo dimensions with data for countries and data for the U.S. down to zip codes.
This solution is not included out-of-the-box and is set of sample dashboards, sheets, models, and integration tasks that our Professional Services team can implement to help sales operational managers and sales leaders plan and manage territories during both planning and operational flows.
Remember, your dashboards reflect your company's specific sales planning workflow.

Overview

Our territory planning solution helps you manage both the planning and daily operational activities. Learn about the different set of dashboards in the territory planning solution.
Watch the video:
 1m 6s

Setup and Data Preparation

Improve data quality and consistency with initial preparation.
Watch the video:
 2m 36s

Planning

The planning solution helps you manage account segmentation, top-down target allocation, and team-based rep assignments along the territory hierarchy. Perform the planning stages in a top-down process.
  • Set up dimension-mapping rules to automatically assign accounts to territories based on customer account properties. Examples: Geographic information, industry, revenue, and number of employees.
  • Manually assign accounts to territories for named accounts.
  • Field or regional sales leaders can review and submit requests to reclaim lost accounts due to the new plan. Sales leaders and operational managers can review and approve each request.
TerritoryCarvngOvervew.png

Account Transfer Change Request and Approval Flow

Accounts are assigned to territories based on account segmentation rules from the planning stage. Sales leaders and operational managers can make manual account assignment changes for named accounts.
The request and approval flows enable field managers to make change requests to territory assignments. Then, sales leaders and operational managers can review and approve each request.
Watch the video:
 2m 22s

Change Data Capture for Incremental Export

The change data capture solution helps you capture and export incremental changes for accounts and rep assignments.