Hierarchies

Hierarchies are used to plan your territories. In Varicent Sales Planning, you can create hierarchies based on your specific needs, such as by customer accounts, geographies, products, or industries. Customer accounts and Geographies come as out-of-the-box hierarchies, but you still need to add your own data to them.

Once you've imported hierarchy data, you can start to set up your territories on your battle cards. You can set multiple territory group types on a battle card, and these territory group types are based on your uploaded hierarchy data. For example, if you want to organize your territories first by customer accounts and then by geographic region, you can set your first territory group type as Customer Accounts and your second as Geographies. This creates a stacked model where Customer Accounts is given precedence over Geographies. What this means is that when you run coin sort, activities are sorted first into territories under the Customer Accounts territory group type, and then any leftover activities are sorted into territories under the Geographies territory group type.