Level 3 - Ask the Stakeholders - Designating Sales Reps to Accounts Process Questions
Level 3 - Ask the Stakeholders
Designating Sales Reps to Accounts Process Questions
This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Designating Sales Reps to Accounts Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please allow up to 3 business days for a response.
The purpose of this forum is to clarify details regarding the business processes. Questions about model building will be removed from the forum.
Previously asked questions:
Q: How do we calculate monthly commission from quarterly commission - Is this simple division?
A: We need to be very precise with these numbers or else Karen from Accounting will yell at me. We need to calculate the number of days in a month, and divide it by the total number of days in the quarter.
Q: Can you tell me the specific format required for the exported monthly commission forecast file? What type of delimiter and what columns and order is Finance expecting?
A: Finance needs the Employee Code along with their commission for each month. The format should only show months, and not have quarterly values. It should also only include sales reps.
Answers
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Will it always be the case for country sales ops managers that they can input/adjust/change for territories/accounts within their country, but can still view all other countries info for this exercise?
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@halfgunwale At Unicorn Candy Company, the process of designating Sales Reps to Accounts is an annual process. The first release of the Sales model need not provide for mid-quarter (or mid-year for that matter) transitions. Unicorn Candy Company has agreed that such a capability can be added in the future if needed.
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The Country Sales Operations Manager should have the capability to modify assignments within their jurisdictional country without needing access to data from other nations.
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That's great that you're getting clarification on the Designating Sales Reps to Accounts Process. I'm curious to know if there are any specific metrics or KPIs used to evaluate the performance of sales reps in this process
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Currently, sales rep performance evaluation is out of scope for the Anaplan model build. Based on the project manifesto, we can assume that UCC evaluates sales reps, at least in part, by the degree to which they achieve their revenue targets for assigned accounts. However, Unicorn Candy Company has not shared with the implementation team the specific metrics that they use to evaluate the performance of representatives.
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