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Adaptive Planning
Example: Create Modeled Sheets for CRM Data for Sales Planning

Example: Create Modeled Sheets for CRM Data for Sales Planning

  • Create your levels.
  • Create your sales representative and geography dimensions, and create their dimension values.
As part of territory planning, use modeled sheets to hold your Customer Relationship Management (CRM) data. The benefits of using modeled sheets to store the sales data include:
  • You can have more than 5 modeled sheets for the data.
  • You can use defined sales regions to map to composites of your sales dimensions.
  1. Create a blank modeled sheet by selecting
    Blank modeled sheet (advanced)
     on the
    Create new sheet
     prompt.
  2. Add columns.
    The
    Level
     column automatically displays in the canvas when you create modeled sheets. You manually drag and drop all other columns from the
    Elements
     pane onto the center pane to configure other columns.
    To create a modeled sheet for CRM data for Sales Planning, configure these columns:
    Option
    Description
    Level
     column
    To select any child levels, expand the parent levels and manually select the child levels.
    Columns for your sales rep and geography dimensions.
    Select all the values for each dimension.
    Columns for each of the data fields you want to import from your CRM.
    Configure each column as a
    Number
     column.
    For the
    Name
     of each column, use the mapping key you created to enter the account code you created for that field.
    Unique identifier column
    Configure a unique identifier column using either a
    Number
     or
    Text
     column.
    For the
    Name
    , enter the unique identifier for the record associated with the data source.
  3. Save the sheet and import the CRM data.
You can now view and change data on your sheet.
Create a cube sheet for territory hierachies with accounts that link to the data in this modeled sheet.