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Adaptive Insights LLC.

Create an Opportunities Cube Sheet

Explains how to create an Opportunities cube sheet for territory planning within Adaptive Insights for Sales.

Only available with Adaptive Insights for Sales 

With territory planning, you create an Opportunity cube sheet. The sheet uses the data from your CRM and your territory assignment sheet. After you complete object modeling, the cube sheet feeds data into your Territory Map chart and other charts that help you plan for sales.

Before You Begin

Understand where you are in the overall Territory Planning setup: 

  1. Create a transaction table or a modeled sheet and import your CRM data into it. 
  2. Create custom dimensions for sales reps and geography.
  3. Create a modeled sheet to assign territories to sales reps. 
  4. (You are here) Create a cube sheet for opportunities.
  5. Complete object modeling to bring the CRM data and the territory assignments together in the cube sheet. 
  6. (Optional) Create your territory map charts and other charts.

How You Get There

Navigation Icon5.png  From the nav menu, select Modeling. From the Sheets menu, select Level Assigned Sheets.

Basic Steps

  1. Create a blank Opportunities cube sheet.
  2. Create cube accounts for your transaction data. Use the mapping key you created when you created the CRM transaction table or modeled sheet.
  3. Manage the dimensions: Add territory dimensions. Update the accounts, organization, and time dimensions. 

Create the Blank Cube Sheet

  1. Select the New Sheet button at the bottom of the list of sheets.
  2. For the Name, enter Opportunities.
  3. Select Cube from the sheet drop-down.
  4. Give the sheet the account prefix you created in your mapping key. This will precede all the cube account codes in this sheet.
  5. Click Next to add accounts and dimensions or Done to work on the sheet later.

Create Cube Accounts for Transaction Data

  1. From the Sheet Summary of the new cube sheet, Select Cube Accounts.
  2. From the toolbar, select Create new cube standard account creatAccount.png.
  3. On the right panel, complete the settings in the Account Details section:
    • Code: Enter a code that matches your transaction table or modeled sheet column names. For example, if you have a transaction column, OC.OpportunityCount, enter OpportunityCount for the account code. You may return to the transaction table or modeled sheet and update the name of the columns to make sure they match the codes.
    • Name: Enter a human readable name like Opportunity Count.
    • Rolls up to: Select Opportunities.
    • Type: Select Cube (periodic).
    • Level/Dimension rollup: Select Average of rolled-up values .
    • Actuals overlay: Select Enable actuals.
  4. In the Data Type section of the settings for Display as, choose Currency or Number depending on the data. 
  5. Save the account.
  6. Repeat the steps for each column of data in your transaction table or CRM modeled sheet.

Now, add the dimensions. 

Manage the Dimensions

  1. From the breadcrumbs, select Summary of {sheet name}
  2. Select Dimensions, Attributes and Levels.
  3. The sheet has Time, Account, and Organization (level) by default. For each, update the properties:
    1. Select Accounts from the canvas. From the Account Properties, select the checkboxes next to all the accounts to include on the sheet.  
    2. Select Organization from the canvas. From the Level Properties, select the checkboxes next to the levels that can access this sheet. 
    3. Select Time from the canvas. From the Time Properties, select the checkboxes to include on the sheet.
  4. From the Elements pane, select Dimensions.
  5. Drag and drop the sales rep dimension, the geography dimension, and any other territory dimension you created.
  6. For each dimension, select the checkboxes for the values you want available on the sheet. 
  7. Save the sheet.
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