What is the frequency of designating sales reps to accounts? Is it during Yearly/Quarterly Accounts Review?
Hi Shanthi,
I believe Sales reps are assigned to accounts during the Yearly (Annual) Account Review. Assigning a sales rep to an account is considered a relatively stable relationship, so it is typically reviewed and set annually, updated only when organizational changes occur. Happy to discuss further.
Thanks for your response Millie.
Has anyone tested Analyst’s response quality/speed on large, sparse models (think 10+ dimensions, millions of line items)? Wondering if there’s a practical ceiling before it starts timing out.
I have a question about the new Expand or collapse grid rows option. Is it possible to publish a grid containing a 5-level hierarchy so that all items from levels 1 and 2 are always visible? And I do not want to use a filter for this.
We've been building a tool called aplan4sheets and we'd genuinely like input from this community — both on what we've built so far and on what we should prioritize next. The problem we set out to solve: Anaplan's Excel add-in is Windows-centric, and there's no real native way to pivot Anaplan data in Google Sheets. We…
