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Adaptive Insights French

Sales Planning: Territory Planning Reference Solution

2020R2: Release Notes for Territory Planning Reference Solution.

We deliver a new reference solution that supports territory planning and operational flow. The solution includes data models and a set of dashboards, and enables you to:

  • Assign teams based on role.
  • Change data capture for incremental export.
  • Create a change request for an account transfer, and submit it for approval.
  • Recommend territory.
  • Segment accounts and carve territory.
  • Use geo dimensions with data for countries and data for the US down to zip codes.

Delivery Dates 

Intended Release: 2020-09-11

Links to Feature Documentation

Territory Planning Solution Walk-Through

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