Adding battle cards
You can add battle cards that represent different units of your sales organization to build your planning model. Each battle card type is represented by an icon to easily differentiate each one. A root battle card is added by default when you create a planning cycle. The root battle card represents your organization as a whole.
On the Planning cycles home page, click the planning cycle to open.
Hover over the card you want to add a battle card under and click the icon
.Enter a name for the battle card.
Select a local currency.
Tip
If the local currency is different from the reporting currency specified for your organization, you can add an exchange rate from the Currencies tab in the Command center.
Select a card type:
Primary team - use this to create a battle card for primary sellers that are assigned to accounts or territories. This type of battle card contains territories.
Roll-up - use this to contain the rolled up values from primary battle cards. It is essentially a folder for the primary battle cards underneath it. It does not contain territories.
Overlay - use this to create a battle card for your overlay teams. Overlay teams support your sales team. This type of battle card can inherit territory rules from a primary battle card. It can only be added under primary battle cards.
Select an owner for the battle card.
Tip
The battle card owner is used for workflows, so that the owner can contribute to territory and quota planning.
Select one or more quota components to associate with the battle card.
Select activity files to add historical data to the battle card.
Under Quota breakdown by, select up to two hierarchies to use to further break down your quotas. This lets you view, allocate, and adjust quotas at a more granular level than territories, for example, you can set quotas for each account in the territory, rather than set it at the territory level.
Note
You can add up to two hierarchies, such as Customer Accounts or any custom hierarchies. The Geographies hierarchy can't be selected at this time. See, Allocating quotas below territories.
Under Hierarchy-based target setting, select hierarchy to set hierarchy based quota targets.
Note
You can select a hierarchy with up to 100 hierarchy members for hierarchy-based target setting.
Under the Define territory group types section, select at least one territory group type, based on your uploaded hierarchies, to define how you want to organize your territories.
Enter a reference name for the territory group type, if desired.
For example, if you have a territory group type based on the Customer Accounts hierarchy, you may want to refer to it as Named Accounts.
Select an owner for the territory group type.
Tip
The territory group type owner is used for workflows, so that the owner can contribute to territory and quota planning.
Click Add territory group type
, and then select another territory group type, based on a different hierarchy. Add a reference name and owner, if needed.Drag and drop the territory group types to rearrange them in order of precedence.
This order is used to sort activities into your territories during coin sort.
Click Create.