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Managing complex rules

You can manage complex rules from the map view for segments of the map that are visualized based on your custom hierarchy filters. This is particularly useful when managing territories with the same custom hierarchy, allowing you to visualize and rearrange them easily.

  1. On the Planning cycles home page, click the planning cycle to open.

  2. Click the Territory view.

  3. In the data tray, click the Territory definition tab.

  4. Switch the toggle from View grid to View map to open the map view.

  5. To visualize the map of your choice, click on the Screenshot_2025-04-09_at_10_54_03_PM.png icon beside the current map, which, depending on which map was last opened, will either be the Geographies map or the Customer accounts map.

  6. On the Map visualization settings dialogue, choose either the Geographies map or Customer accounts map and then choose the corresponding Complex rules option.

  7. Select a hierarchy.

  8. Click View map.

  9. Click the expand icon on the hierarchy filter.

  10. On the filter, set the operator Is equal to to filter the hierarchy by. For example If a custom hierarchy that is Industry is being visualized, you can apply the filter Tech to display the territories that have specifically the industry, Tech, attached to them.

  11. Right-click on the segment of the map. You will see different options to manage the territories based on choice of map visual and your your selection of Geo region, Territory or Accounts view. Some notable actions you can perform include the following:

    • Geo region - You can reassign your geographies to other territories within the segment. When you choose the reassign option, the list of territories where you can reassign the geographic region(s) are limited to the territories in the segment only.

    • Territories - You can delete territories from the segment that you've carved out using your custom hierarchy filters.

    • Account - You can reassign your account to other territories within the segment. When you choose the reassign option, the list of territories where you can reassign the customer account(s) are limited to the territories in the segment only.