Adding battle cards
The battle card canvas is where you create your planning model. A battle card is a unit of your sales organization that consists of a team, an owner, a set of territory group types, which contain territory groups and territories, sales activities (based on historical data), quota components and targets.
A root battle card is added by default when you create a planning cycle. The root battle card represents your organization as a whole. To get started in Varicent Sales Planning, it is useful to start thinking about how you want to break up your organization. You can create battle cards to get a visual sense of how you want to organize your territories.
Note
If you're following the Getting Started guide in order, you may not have imported hierarchy, user, or activity data to your planning cycle yet. That's okay! You can leave these sections blank when you create your battle cards, and then go back and edit them later.
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.
If you're setting up your battle cards for the first time, you may not be ready for this yet. You can circle back once you've added any custom hierarchies and have a better idea of how you plan to allocate quota across your territories.
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.