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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@basketball stars Thank you for your support. I'm new here and I'm also having this problem.
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@heardle Here is the answer to your question from yesterday, please read carefully
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It must be possible for a Country Sales Operations Manager to alter assignments inside the nation they oversee. They are not required to access data for foreign nations. planet clicker
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@slice masters It's great to have this forum for clarifying the Designating Sales Reps to Accounts Process. Given the precision needed for commission calculations and the specific format required for the monthly commission forecast file, it seems crucial to ensure consistency and accuracy in how sales reps are assigned to accounts. However, I'm curious about the process for handling accounts that transition between sales reps mid-quarter. Could you provide guidance on how to prorate commissions in such cases? Understanding this would help ensure fairness and clarity in commission calculations. Appreciate any insights you can share!
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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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Designating sales representatives to accounts is a critical process that ensures the efficient distribution of sales efforts and planet clicker maximizes the potential for revenue generation.
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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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