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Dashboard examples: Territory Planning
Example #1: Account Assignment
Problem to Solve:
Operational task to complete - "I need to Assign Territories to a list of Accounts I'm in charge of".
Usability issue addressed: The user has a list of 400k Accounts to plan on. Cannot be done by simple scroll or search.
Is addressed by setting up a user-based filter:
User enters filter criteria in a dedicated dashboard that displays a floating palette using an "undock" functionality. Filter by Region, sub-region, and current Territory are the useful filter criteria, as well as showing only those accounts for which data entry is incomplete.
The model calculates a boolean to TRUE when the account matches the criteria. The boolean is dimensionalized by user and Account. The impact that this makes on the model size should be carefully monitored.
The grid then filters and only display accounts that match the filter criteria.
Call to Action:
Step 1: As a sales Ops manager, I filter my list of accounts based on an import of some Customer ID, or by manually setting up a filter. Then, for this account selection, I need to enter a Territory, Country, City, and method for the account selected. Once complete, I commit my changes to recalculate all of my impacted territories.
Step 2: Once committed, I need to fine tune and finalize my sub-Accounts and ensure that they are properly assigned by looking at only sub accounts that have been assigned to a different territory than its parent.
Visual cues to highlight invalid data entry (Usability guideline): Done by providing a user-based filter option that only displays invalid data entry.
Visual cues to indicate when I need to submit changes that have been made
Example #2: Capacity Planning for a Territory
Problem to solve:
As a Sales Ops Mgr, I should make a plan that will show how I will meet the target amount.
Call to Action:
Adjust Productivity, Ramping profile and Resources until my capacity matches my target.
Main chart showing capacity vs target
Capacity alert color coding
Warning message: Updates real time as end-users use any of the 3 options