Assigning Accounts to Territories Process Questions

Re: Assigning Accounts to Territories Process Questions

Hi Chris,

 

In that case, US have 4 territories, so how will I assign an account  (say - the account is based out of New York). Is there a process to identify these accounts among different territories? Identify by geography?

 

Thanks

AB

Community Boss

Re: Assigning Accounts to Territories Process Questions

We will give you a starting territory to account assignment that accounts for all of this.
Occasional Contributor

Re: Assigning Accounts to Territories Process Questions

@ChrisMullen 

Hi Chris,

 

Pertaining to the territory assignment, currently we have weight based on 2 factors, could you provide some additional description of these factors:

 

1. Revenue (Potential/ Actual based on final target value): Is this based on the Sales reps present in each territory and their previous experience and capacity in terms of a $ value? Can we quantify the Small/Medium/Large segmentation in $ value?

2. Support Requirement(Small/Medium/Large Segmentation): Can we assume a numerical quantification to assign the level of support required as Small = 1, Medium = 2, Large =5, where we can determine that 3 small accounts require as much support that 1 Large account would? Could you provide further description of the level of support by account segment?

 

3. I am also assuming that the territory in your company is based on the Geographical territory within each country and that you would be providing the data file, based on discussion with questions asked by other builders, is that a fair assumption?

 

Thanks and best regards,

 

Mann

Community Boss

Re: Assigning Accounts to Territories Process Questions

1. Revenue (Potential/ Actual based on final target value): Is this based on the Sales reps present in each territory and their previous experience and capacity in terms of a $ value? Can we quantify the Small/Medium/Large segmentation in $ value?   I am assuming you are talking about commission for sales reps and not the Final Sales Targets for the accounts.  In both cases, we do not use the segmentation for any calculations.    For the Sales Reps commision, we look at their role and tenure to establish a commission and attainment rate based off of assumptions which will be given to you.     While the Segment might influence the decisions on which accounts to Hold or Override, we do not calculate values based upon it.  

 

 

2. Support Requirement(Small/Medium/Large Segmentation): Can we assume a numerical quantification to assign the level of support required as Small = 1, Medium = 2, Large =5, where we can determine that 3 small accounts require as much support that 1 Large account would? Could you provide further description of the level of support by account segment?   

 

This is out of scope for this release.  You will be given assignments.  

 

3. I am also assuming that the territory in your company is based on the Geographical territory within each country and that you would be providing the data file, based on discussion with questions asked by other builders, is that a fair assumption?  That is correct. 

 

 

 

Certified Master Anaplanner

Re: Assigning Accounts to Territories Process Questions

LEVEL 3 MODEL BUILDING: PROCESS FLOW & UX DESIGN
4.2 Ask the Stakeholders Forum
Question:
Would there be a possibility of Account reassignment/restructuring at a later point after the initial assignment (even if it is within the same Territory and the Country Sales Ops Manager's assigned Countries)?
Community Boss

Re: Assigning Accounts to Territories Process Questions

These assignments will be held for the year, there is no need to build in any functionality to account for reassignment. We just want to make sure we can finalize them and assure they will have a proper code. 

Occasional Contributor

Re: Assigning Accounts to Territories Process Questions

Hi Anaplan Team,

 

In US 2.2 -2.3, We are setting up the count calculation for QU001 and QU002 modules. Till now, Only a Territory file is provided to be loaded in Hub with out any account mappings. To complete this we need account data for the territory which is not available yet. 

 

To finish 2.2 - 2.3, How do I know the Account to Territory mapping? Should I use the assign process to set up a sample mapping till actual data is provided

Community Boss

Re: Assigning Accounts to Territories Process Questions

@nmaram  Yes, you should just use the Assign process to check that it is working until you get a new file later on in the course. 

Certified Master Anaplanner

Re: Assigning Accounts to Territories Process Questions

@ChrisMullen I'm now in sprint 2, but I really hope you are going to ask in the exam "As a solution architect, where would you implement improvements in the process?". This entire assign process is just screaming for it. 🙂

Planning Rockstar at Bluesprint
New Contributor

Re: Assigning Accounts to Territories Process Questions

Hi Chris,

I don't understand the purpose of the Finalize Assignments process. It is explained that it "will run the process to finalize the mapping of accounts to territories and create an identifying code".
For accounts displayed in this DB as incorrectly assigned, does the end user correct assignment of these accounts to territories on this dashboard or on the Assign Accounts DB?

Or does the end user follow these steps: 
1- check errors on Account Exceptions DB
2- modify assignments on Assign Accounts DB
3- fun Finalize Assignments process, in order to create (or rectify) the right codes for previously misassigned accounts?

Thanks by advance for your response.