A scenario is a hypothetical version of a territory and is an effective tool for territory planning. For example, you may want to test out an account alignment before running the actual account alignment. Scenarios allow you to propose changes, analyze and monitor effects, and request approval before changes are committed. Based on scenario outcomes, you can decide whether you want to adopt the changes for the territory.
To view and manage existing scenarios, navigate to the territory and select Manage Versions on the Details tab. Any existing scenarios are listed under My Scenarios.
There are a couple of ways you can create a scenario.
Territory Creation Option 1
If you plan on testing out many features within the territories, especially while you’re learning the application, it’s best to just create a scenario for the territory. This is like a copy of the entire territory that you can use to create alignments, quotas, anything you would regularly do with the territory. The sub-territories are not available with the scenario, each scenario is just for the single territory for which you create the scenario.
To create a scenario:
- Navigate to Territory Admin → Territory Programs and open the territory program to which the territory belongs. The territory program opens, and the Territory Tree tab is displayed.
- From the Territory Tree tab, select the territory for which you want to create a new scenario.
- Choose Manage Versions from the Details tab on the right. The Manage Versions workspace opens in the left pane. Any existing versions or scenarios are listed.
- Choose Create New Scenario (+). The New Scenario screen opens.
- Select a Sub Period or enter the Start Date and End Date. The dates must fall within the effective dates of the selected territory version.
- Scenario Label: enter a name for the scenario. While this is optional, it is recommended that you give the scenario a name.
- Scenario Description: enter details regarding why you’re creating the scenario.
- Choose Create. The banner at the top provides status information about the job. Once the scenario has been successfully created, the banner becomes green and provides a confirmation message.
Territory Creation Option 2
As you’re using the application, you’ll be given the option to create a scenario with certain functions.
For example, as you’re aligning accounts or products one of the options during the alignment process is to create a scenario. At that time, you’ll need to give the scenario a name, fill out the rest of the account alignment screen, and run the alignment.
The scenario you create, either with Option 1 or Option 2, will be listed under My Scenarios in the Manage Versions workspace for the territory under which you created the scenario. You can use the Territory Scenario for testing, analysis, and comparison. Then if you wish to commit the changes reflected in the scenario you can adopt the changes in the scenario, or you can delete the scenario at any time.