Varicent Sales Planning Release 73

We have made it easier for you to manage all your account related information right from the data tray itself. The Account list grid in the data tray provides a list of all of your accounts and shows you the territories they're currently included in along with custom attribute columns that are added to your hierarchies.

The account list displays accounts by their assigned territory group type. For example, if you select Customer accounts from the drop-down, you will only see accounts included in territories that belong to the Customer accounts territory group type. If you select Geographies, you will only see accounts included in territories that belong to the Geographies territory group type. You also have the option to see unassigned accounts for these territories. To learn more, read Viewing Account list.

Moreover you are able to filter the data on the account lists grid using the column data as your parameters. You can apply the filters multiple times and we’ll show you a count of how many levels of filters you’ve applied. You are able to clear all the filters and start over if you want. To learn more, read Applying filters to Account list.

Additionally, you can also select multiple accounts and move them to different territories, creating overrides for you accounts. Just remember, you'll need to to run a coin sort in order to see the most up to date data.

A prompt will be visible to remind you of this any time you successfully move accounts. To learn more, read Moving accounts in Account list.

We have added filtering options for the Territory definition and assignments grid. You are able to filter your territories by using the column data as your parameters. You can apply the filters multiple times and we’ll show you a count of how many levels of filters you’ve applied. You are able to clear all the filters and start over if you want.

We did a bit of backend work this release to make sure top-down allocation performs better than ever. Here's what we did: