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Assigning Accounts to Territories Process Questions

mhemphill
Contributor

Re: Assigning Accounts to Territories Process Questions

Was thinking exactly that !

otalpur
Certified Master Anaplanner

Re: Assigning Accounts to Territories Process Questions

@Guido.kaandorp is correct here.
What we would be able to do by not using the assign function is give actual scenario planning ability with picklists. You could create multiple views (something that is in my current wireframe) and allow them to compare different roll-up values. The only reason they would want the assign function is to move items around and play around with account to territory assignments, but it makes if difficult to see any comparison because values are constantly changing.
I will build using the assign function because I don't want to waste any more time, but I believe this certification exercise is making us build a less than ideal T&Q solution.

zulychg
New Contributor

Re: Assigning Accounts to Territories Process Questions

Hi Chris,

When assigning account to territories. Can I assume that an account is specific only to a country (predetermined ) and the each country has a territory list... or the countries shared the same territory list (e.g. T1, - North, T2, South, T3 - East, T4 West) ?
ChrisMullen
Community Boss

Re: Assigning Accounts to Territories Process Questions

Each account should be only assigned to one Territory.   You'll see in our Territory Data.csv file (sprint 2 lesson) that we include the Country for each Territory.  

ChrisMullen_0-1588714226060.png

 

zulychg
New Contributor

Re: Assigning Accounts to Territories Process Questions

Thanks for the clarification.  for the UX prototype. I am a bit confuse regarding if just submitting the an excel mop up of the dashboard or the whole workflow?

 

thanks

 

ChrisMullen
Community Boss

Re: Assigning Accounts to Territories Process Questions

You'll produce a UX Prototype for each individual section.

Target Review to establish Country Sales Targets
Account Review to review and adjust Account Sales Targets
Account Assignment to assign accounts to territories
Account Exceptions to identify any errors in the account to territory assignment process
Sales Reps Account Responsibilities to designate a sales rep for each customer account
zulychg
New Contributor

Re: Assigning Accounts to Territories Process Questions

thanks Chris 🙂 

zulychg
New Contributor

Re: Assigning Accounts to Territories Process Questions

Hi Chris,

sorry i went back to look for the Territory file in Level 2 but i can't find this file..

ChrisMullen
Community Boss

Re: Assigning Accounts to Territories Process Questions

This is for the Level 3 course, you'll find the file in Sprint 2.
zulychg
New Contributor

Level3 sprint 1

Hi Chris,

 

I am trying to locate the following to start my Sprint 1 

 

 downloaded a copy of the Level 3 starter model to my Anaplan workspace. 

 

 I downloaded the Hub but  I couldn't find the above

 

Thanks

Zuly