Varicent Sales Planning Release 74
It's even better now...
We took the time to revamp some of the things you already love.
New dataset option available for Sales Planning integration
We have expanded the capabilities of the Integration tool by giving you the option to build and transform even more data types in the product. The Varicent Sales Planning connector in the Integration tool now includes scheduled account moves data in the dataset directory. This means that you can use the Sales Planning connector to export scheduled account moves data for a particular planning cycle and use this elsewhere in the product as you see fit.
Map view defaults to all countries in the geo-hierarchy
The map view keeps getting better and better! The default view for the map now shows you an at a glance view of all the countries within your specific geographic hierarchy.
We had the bug zapper out…
and boy did we get rid of a bunch:
Issue Fixed | Bug Number |
|---|---|
Resolved an issue where, when a planning cycle was activated, the revised territory quota column in the Manage view remained empty unless an adjustment was entered. As a result, the Seller Quota and Revised Seller Quota values were empty as well. | 00241465 |
Fixed an issue where, for territories having an effective date, 2023, coinsorting resulted in metrics being attributed to only activities within the territory effective date range and not all activities as expected. | 00241521 |
Resolved an issue where the list of items displayed the Pipe source dropdown was not accurate. | 00241793 |
Fixed an issue where the Past Year Actual and Trailing 12 Months values appeared to be incorrect in the individual rows and did not add up to the total sum of the values displayed. | 00243119 |
Resolved an issue where the Sales Planning map did not load as expected. | 00243453, 00246928 |
Resolved an issue where accounts were moved but did not reflect correctly in the territory. | 00246543 |
Fixed an issue where selecting the Quota tab for any battlecard and then clicking on the Quota sheet resulted in the grid going blank. Selecting the Territory tab and returning back to the Quota tab resulted in duplicates of the Quota sheet and the blank table persisting. | 00247102 |