Level 3 Sprint 2

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Level 3 Sprint 2

Hi, 

 

Need some clarifications.

 

For "For User Story 2.1, download the Territory Data file and import into the Data Hub model" - we need to create a Territory list & a "Territory" system module. After that, we also need to create Territory>Account module in the Data Hub which will imported to Sales Planning model - is my assumption correct? If yes, then what should be the base of Territory>Account module? Currently, all the territories irrespective of location/country is getting assigned to accounts. (example - US specific accounts are getting assigned to all countries/regions).

 

I'm getting confused with this process, hence can someone suggest me the correct course of action

 

Thanks

AB

 

3 REPLIES 3
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Certified Master Anaplanner

Re: Level 3 Sprint 2

Hello @CommunityMember111277 

Level 3 is a little different than Levels 1 and 2. There is more restrictions on seeking "technical" answers from the community.
However, If you have any questions about the process itself you can post them on one of the following boards:

  1. Establishing Sales Targets Discussion Forum
  2. Assigning Accounts to Territories Discussion Forum
  3. Designating Sales Reps to Accounts Discussion Forum

Try to frame your question in terms of the business process and not the implementation.

 

Good Luck

Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"
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Re: Level 3 Sprint 2

Yeah, L3 is a lot different compared to L1 & L2. However, at least for L3 Sprint 2 - there should have been at least a Build-snapshot  for each user stories, just to check whether we are on the correct path or not. User Stories 2.5 has a snapshot at the end but there are no snapshot provided from 2.1 to 2.4. 

 

Would request the moderators to re look at their policies or at least create a more interactive learning procedure. 

 

Thanks

AB

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Super Contributor

Re: Level 3 Sprint 2

hi @CommunityMember111277 ,

The territory list is already established in the sales planning model, it is a child of countries list, you can find more about it in the forums i guess