Visualizing the Customer accounts map
The customer accounts map is now separate from a geography-based map and allows you to view just your accounts as they are located on the map. This is helpful when you want to plan your territories using account assignments directly. Territories that have only account assignments in the rules can easily be visualized on the customer accounts map.
Tip
In order to access the Customer account map, you'll need to make sure that your customer accounts hierarchy file includes values in the Linked Geo Key column. You'll then need to run a coin sort for your hierarchy data to be up to date.
On the Planning cycles home page, click the planning cycle to open.
Click the Territory view.
On the battle card canvas, select a battle card.
In the data tray, click the Territory definition tab.
Switch the toggle from View grid to View map to open the map view.
If this is your first time accessing the Sales Planning map, you'll be prompted to choose between the geographies map or customer accounts map. Otherwise you'll be directed to the last opened map visual. Your choice is cached so that the map opens to the previously chosen visual.
If currently in the Geographies visual, click the toggle beside Geographies map to open up map visualization settings.
Under Territory group type, select Customer Accounts.
Select the type of rules to visualize:
Account-based rules only - this populates accounts where the rules are defined by account assignments only.
Complex rules - this populates accounts where the rules are defined by account assignments and also specific hierarchies.
Select a source for populating the accounts by selecting an option under Show accounts based on:
Account hierarchy - populates all accounts uploaded to your customer accounts hierarchy files
Sales activity - populates only accounts that have sales activity
Note
There is a limit of up to 80,000 account pins that can be visualized on the Customer accounts map.