Skip to main content

Sales Planning Map

Incentives users can visually interact with assigned territories and get various sales insights on their Varicent Sales Planning maps.

Note

The user has to be connected to both Incentives and Varicent Sales Planning accounts in order to access maps in Sales Portal.

If you haven't already registered for a Varicent Sales Planning account, please contact your CSM or open a Support ticket to do so.

Only admins can setup access for Varicent Sales Planning maps in Incentives . Follow these steps to view Varicent Sales Planning maps in Sales Portal:

  1. Set up Varicent Sales Planning integration.

    1. In Incentives, from the admin panel, click Model settingsSettings Icon → Integrations.

    2. From the Sales Planning tab, choose a tenant from the Sales Planning Tenant ID drop-down.

    3. Click Save.

  2. Set up a web tab in the Portal Access module.

    1. In Incentives, click on the Portal Access module.

    2. From the Web Tabs tab, click the Add Add Web Tab icon.

      Tip

      To add a web tab to an existing folder, select the folder before clicking the Add Web Tab icon.

    3. In the Name field, type a name for the web tab. You can use special characters, such as hyphens and apostrophes.

    4. From the Type drop-down list, select Sales Planning Map.

    5. Click Add Web Tab.

  3. Log in to Sales Portal, and click Sales Planning Map from the admin panel.

    Note

    If you have added the Sales Planning Map web tab to a folder in Portal Access, it will be displayed in the drop-down menu in the Sales Portal under that folder.

Viewing territories in Sales Portal

All territories that you have given access to in Varicent Sales Planning planning cycle will be visible in Sales Portal. To access Varicent Sales Planning maps, log in to Sales Portal, and click Sales Planning Map from the admin panel.

Note

You can only view the map in Sales Portal. If you need to make any edits to the map, login to Varicent Sales Planning. All changes made to the map in Varicent Sales Planning will be reflected in Sales Portal.

When you select territories, an insights card displays on the map. It pulls data directly from your activity files and tells you how many territories you've selected, how many accounts are within those territories, and the total sales value of the selected territories.

For more information, visit Territory planning in Varicent Sales Planning.