Understanding exports available from Manage version
You can use the Varicent Sales Planning Integrations tools to export data from related to the Manage version of your planning cycle. To do this, you need to use a Varicent Sales Planning export connection. See, Creating a Varicent Sales Planning export connection. To learn how to export data from Varicent Sales Planning, read Exporting data from Varicent Sales Planning.
Export | Description | Data source | Columns, data types |
|---|---|---|---|
Manage | Seller Assignment | Includes seller assignments for territories in manage mode | Seller quota sheet in Manage version  | sellerName, text sellerId, text sellerEmail, text territoryId, text quotaComponentName, text ownership, numeric effectiveDate, date endDate, date |
Manage | Quotas Per Seller | Includes quota data summarized at the seller level. | Seller quota sheet in Mange version | sellerName, text sellerId, text sellerEmail, text territoryId, text quotaComponentName, text timePeriod, text ramp, text currencyCode, text assignedSellerQuota, numeric september, numeric october, numeric november, numeric december, numeric january, numeric february, numeric march, numeric april, numeric may, numeric june, numeric july, numeric august, numeric |
Manage | Quotas Per Territories | Includes quota data summarized at the territory level. | Seller quota sheet in Mange version | territoryName, text territoryId, text battlecardName, text territoryGroupName, text quotaComponentName, text timePeriod, text currencyCode, text startDate, date endDate, date seasonality, text plannedQuota, numeric territoryQuotaAdjustment, numeric revisedTerritoryQuota, numeric september, numeric october, numeric november, numeric december, numeric january, numeric february, numeric march, numeric april, numeric may, numeric june, numeric july, numeric august, numeric |
Manage | Account Moves | Includes data summarizing all of the account moves that have happened in the planning cycle. | Account quota grid in Manage version  | battlecardName, text territoryGroupTypeName, text accountName, text accountKey, text territoryName, text territoryId, text startDate, date endDate, date |
Manage | Rule Based Assignment | Territory Rules | Similar to the other Territory Rules export, this export is specifically for the usage of ELT’s Rule Based Assignment tool, typically used for transaction stamping and crediting. | Used for Matching engine tool in ELT | ruleId, text battlecardName, text territoryGroupId, text territoryId, text effectiveDate, date endDate, date precedence, text filters, text |
Manage | Rule Based Assignment | Account Redirects Only | Includes account redirect data specifically in the format for the usage of ELT’s Rule Based Assignment tool, typically used for transaction stamping and crediting. | Used for Matching engine tool in ELT | accountName, text accountKey, text battlecardName, text sourceTerritoryName, text sourceTerritoryId, text targetTerritoryName, text targetTerritoryId, text startDate, date endDate, date |