Adaptive Insights for Sales 2018.1 Release Notes: Place sheets directly in Dashboards dashboards, create territory map charts of sales representative geographies, make text and scatter charts, create new versions without navigating away from dashboards, and add multiple transaction tables to load sales transactions from your CRM.
Introducing Adaptive Insights for Sales
Adaptive Insights for Sales augments Adaptive Planning solution with capabilities and charts specifically designed to help you with planning for sales bookings, capacity, quota, and territories.
Plan Territories and Assign Sales Representatives
Using territory planning you can optimize the deployment of your sales team across geographies, customer accounts, market segments, industries or whatever categorization makes sense to you. You can:
- Define sales territories
- Assign sales representatives to territories
- Analyze territories according to market characteristics, like counts of customers, opportunities, leads, TAM
- Score, rank and assign accounts
Access New Charts For Sales
As part of Adaptive Insights for Sales you get access to additional Dashboards charts that aren't available anywhere else.
Sheets on Dashboards
Include any sheet from Adaptive Planning inside a Dashboards dashboard. Save changes to instantly update dependent charts and sheets without having to navigate out of your dashboards.
Read Use Sheets on Dashboards for more details.
Territory Map Charts
Create maps of territory assignments. Click on territories to see sales representatives and sales data, pan and zoom with your mouse to focus on a specific region, click the filter button to hide specific sales representative territories.
Read Create a Territory Map Chart for more details.
Display points for data values across time or dimensions. Scatter charts can do anything a line chart can, but they do not display the connecting line segments.
Read Create a Scatter Chart for more details.
Display static notes in your dashboard as a way to document them by formatting them with markdown or HTML.
Read Create a Text Chart for more details.
Create New Scenarios Quickly
Creating new scenarios is as easy as clicking a button in the version selector. You can do it without navigating away from your dashboards.
Read Create Scenarios for more details.
Manage Multiple Transaction Tables
Manage up to five transaction tables so that you can import sales transaction data like sales opportunities and customers from your Customer Relationship Management (CRM) system.
Read Transactions for more details.
Build Transaction Reports From Any Transaction Table
Use any of your transaction tables to create a transaction report. Each report you make can only contain elements from one transaction table.
Read Create Transaction Reports for more details.
Use Checkbox Data Entry Elements in Modeled Sheets
Available: May 11, 2018
The new checkbox element lets you use a checkbox in your modeled sheets to simplify data entry. Once you place it in your modeled sheet it's easy to reference it in a formula. The checked state evaluates as 1. The unchecked state evaluates as 0. As an example, you can use it in a personnel sheet to turn on or off benefits calculations with a single click. If you prefer, you can choose to display the checkbox element as a horizontal toggle switch.
Read Use Modeled Sheet Checkboxes With Formulas for more details.