Only available with Adaptive Insights for Sales
As part of territory planning, you can use modeled sheets to hold your CRM data in place of, or instead of, transaction tables. The benefits of using modeled sheets to store the sales data are:
- You can have more than five. You can only have up to five transaction tables.
- You can use defined sales regions to map to composites of your sales dimensions.
Before You Begin
Understand where you are in the overall Territory Planning setup:
- (You are here) Create a transaction table or a modeled sheet and import your CRM data into it.
- Create custom dimensions for sales reps and geography.
- Create a modeled sheet to assign territories to sales reps.
- Create a cube sheet for opportunities. The sheet displays sales opportunities per sales rep based on your CRM data and your territory assignments.
- Complete object modeling to bring the CRM data and the territory assignments together in the cube sheet.
- (Optional) Create your territory map charts and other charts.
- Prepare a mapping key for the CRM fields, the model column names, and the cube account codes you are going to create for your opportunity cube.
- Create a blank modeled sheet.
- Add your territory planning dimensions to the sheet.
- Add Data Entry Columns for each CRM field you want to import.
- Add an ID column for the source data.
- Save the sheet and import the data.
Prepare a Mapping Key
To map the transaction data to your opportunity cube sheet, the name of the columns must exactly match the cube account codes. You likely have not yet created your cube sheet accounts, but you can prepare ahead of time for what your account codes will be.
How Account Codes are Created
Cube account codes have two identifiers: the sheet code and the account code, separated by a period. For example, OC.FARR is a complete account code. The prefix identifies the sheet and the remainder identifies the account.
When you create cube sheets, you must enter an account prefix code. This code becomes the prefix of all accounts you create for the cube. In general choose initials or abbreviations of the cube sheet name for prefix code. For example, you might name your opportunity cube Opportunities. You might choose OC for sheet's prefix.
When you create the cube accounts, you must enter a code and name for each account. The account names for your opportunity cube sheet must align to the field names of your CRM data. You may have a field for forecasted ARR. For the cube account then, use a name like Forecasted ARR. For the code, use FARR.
The full cube account code will be OC.FARR.
Map the Transaction Fields to the Codes
- Choose the cube sheet code. Keep it short.
- List the field names of the CRM data you want to import and create abbreviations or initials for each field. You will enter these codes for the opportunity cube sheet accounts.
- Combine the sheet code and the account codes, divided by a period. These will be the names of your modeled sheet columns. They should look like OC.FARR, for example.
- Save your list in an excel file. Keep it handy so you can reference it when you create the modeled sheet, the opportunity cube sheet, and object modeling.
Sample mapping key:
|CRM Field||Code for Cube Account||Name for Column|
Create a Blank Modeled Sheet
- From the nav menu, select Modeling > Level Assigned Sheets or User Assigned Sheets.
- Select New Sheet at the bottom of the sheet list.
- Enter a Sheet name. The sheet name must be unique for your instance.
- Select Create a new sheet > Modeled and select Blank modeled sheet (advanced)
- Enter an Account code prefix. Best Practice: Enter a short abbreviation of the name of the sheet. This prefix is the first letters of every account you create for the modeled sheet.
- Select Next.
Add Territory Dimensions
On the next screen:
- Select Columns and Levels.
- Levels is automatically added and required. Select Levels in the canvas row. Then from the General Properties in the right panel, choose the levels that this data is available to. Be sure to expand levels so that you select their child levels.
- From the Elements tab in the left panel, select Dimensions.
- Drag and drop your sales rep and geography dimensions into the canvas.
- From the Dimension Properties of the right panel, select all the values for each dimension.
Add Data Entry Columns for CRM Data
- From the left pane, select Data Entry Columns.
- For each of the data fields you want to import from your CRM, drag and drop a Number column into a row.
- Select a Number column from the canvas. In the right panel for Name, use the mapping key you created to enter the account code you created for that field.
- Repeat for each Number column until you have columns for each of the CRM fields you want to import.
Add an Unique Identifier Column
- Drag and drop one more Text or Number column into the canvas.
- For name enter the unique identifier for the record associated with the data source. You'll need this for the object modeling step.
- Save the table.