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Documentation
Documentation
Adaptive Planning
Last Updated: 2023-06-23
Reference: Links to Sales Planning Solutions

Reference: Links to Sales Planning Solutions

Topics
Links
Introduction to territory planning.
Review a set of sample dashboards, sheets, models and integration tasks that highlight the capabilities of the territory planning solution. Our territory planning solution helps you manage both the planning and daily operational activities.
Sheets on dashboards.
Learn how to:
  • Save user preferences.
  • Manage time periods.
  • React with dashboard perspective context filters.
  • Active Dashboards Overview
  • Active Dashboards Enhancements Video
  • Create Sheet Charts with Different Displays Video
  • Enhanced Experience with Sheets on Dashboards Video
Accounts lists and account information.
Learn how to:
  • Filter perspectives.
  • Conduct term-based searches.
  • Use multi-criteria filtering.
  • Download filtered lists.
  • Sort.
Manage Account List and Explore Account Information
Account segmentation with derived dimensions.
Learn about:
  • Automatic rule based account assignment design for Scalability.
  • Cascading rule for multi-stage top down account segmentation.
  • Manual account assignment.
  • Import and export dimension mapping rules.
  • Data access control.
Geo-spatial analysis with geo maps.
Learn how to:
  • Visualize territory assignments with a heatmap style geo-code map.
  • Conduct geospatial analysis along geo hierarchies down to zipcodes.
Managing Territory Hierarchy
Account change request and approval flow.
Learn how to:
  • Submit territory change requests for accounts.
  • Review and approve account change requests.
Account Transfer Change Request and Approval Flow
Security.
Learn how to set up security.
Access Rules
Integrations.
Learn about:
  • Planning data sources.
  • Data sources.
  • Loaders.
  • Tasks and schedules.