Reference: Links to Sales Planning Solutions

Topics	Links
Introduction to territory planning. Review a set of sample dashboards, sheets, models and integration tasks that highlight the capabilities of the territory planning solution. Our territory planning solution helps you manage both the planning and daily operational activities.	Example: Territory Planning Solution
Sheets on dashboards. Learn how to: Save user preferences. Manage time periods. React with dashboard perspective context filters.	Active Dashboards Overview Active Dashboards Enhancements Create Sheet Charts with Different Displays Enhanced Experience with Sheets on Dashboards Add Sheets on Dashboards
Accounts lists and account information. Learn how to: Filter perspectives. Conduct term-based searches. Use multi-criteria filtering. Download filtered lists. Sort.	Manage Account List and Explore Account Information
Account segmentation with derived dimensions. Learn about: Automatic rule based account assignment design for Scalability. Cascading rule for multi-stage top down account segmentation. Manual account assignment. Import and export dimension mapping rules. Data access control.	Videos: Introduction to Derived Dimensions Dimensions and Sales Incentive Compensation Example Level Inheritance and UI Enhancements References: Steps: Set Up Derived Dimensions. Enable Dimension Mapping for Custom Dimensions Add Dimension Mapping Tables in Dashboards. Add Mapping Rules for Derived Dimensions.
Geo-spatial analysis with geo maps. Learn how to: Visualize territory assignments with a heatmap style geo-code map. Conduct geospatial analysis along geo hierarchies down to zipcodes.	Managing Territory Hierarchy
Account change request and approval flow. Learn how to: Submit territory change requests for accounts. Review and approve account change requests.	Account Transfer Change Request and Approval Flow
Security. Learn how to set up security.	Access Rules
Integrations. Learn about: Planning data sources. Data sources. Loaders. Tasks and schedules.	Data Sources: Intro: Adaptive Insight As Data Source Steps: Set Up Salesforce Data Sources Steps: Set Up Planning Data Sources Concept: Data Sources Loaders: Custom Cloud Loader Concept: Loaders Create Planning Data Loaders Create Planning Dimension Loaders Create Integration Tasks

Introduction to territory planning.

Review a set of sample dashboards, sheets, models and integration tasks that highlight the capabilities of the territory planning solution. Our territory planning solution helps you manage both the planning and daily operational activities.

Example: Territory Planning Solution

Sheets on dashboards.

Learn how to:

Save user preferences.

Manage time periods.

React with dashboard perspective context filters.

Active Dashboards Overview

Active Dashboards Enhancements

Create Sheet Charts with Different Displays

Enhanced Experience with Sheets on Dashboards

Add Sheets on Dashboards

Accounts lists and account information.