Delivering rep-level insights and building 500+ sales territories and quotas based on them was a tedious and time taking process for the client’s sales planning leaders when they could least afford it. With AttributeX’s talent pool and Anaplan’s New UX and Optimizer, sales planning and territory management are now fast, visual, based on data, and not an administrative burden.

Challenges:

• Inefficient model and dashboard visuals without modeling standards and best practices.
• Duplicate assignments are being created in the model for a particular sales rep due to a lack of best practices and data validation

Use Cases:

• Global Sales Planning
• Territory Management for Quota Assignment

Results at a Glance:

• Rep level insights on the assignments and planning.
• Quota allocation for respective sales reps, globally.

Benefits Delivered:

• Improved usability and flexibility for enhanced user experience.
• Retro-back the invalid assignments for sales reps - new functionality built.

Impact Generated:

Model performance optimization on Anaplan by eradicating over 8 dashboards to a single source of truth.