Explains how to create a modeled sheet that holds your CRM data for territory planning.
Available only with sales planning.
As part of territory planning, use modeled sheets to hold your CRM data. The benefits of using modeled sheets to store the sales data are:
- You can have more than five.
- You can use defined sales regions to map to composites of your sales dimensions.
- 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.
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.
- Save the table.