SANDBOXING AND WHAT-IF ANALYSIS FOR MULTI-DIMENSIONAL SALES TERRITORIES
First Claim
1. A method comprising:
- identifying, in a territory management system, a multi-dimensional territory model for use as a baseline model for a territory proposal, the baseline model comprising baseline territory definitions configured to define a hierarchical set of baseline territories each as a set of cells of a baseline hypercube, the baseline hypercube defined according to a set of territory dimensions each having a set of dimension members;
generating a territory proposal, using the territory management system, by associating a proposal activation trigger with proposed territory definitions generated according to the baseline territory definitions;
receiving a modification to the proposed territory definitions at the territory management system;
updating the proposed territory definitions in the territory management system according to the modification;
detecting an occurrence of the proposal activation trigger; and
activating the territory proposal by replacing production territory definitions with the proposed territory definitions in a production environment of the territory management system substantially upon detecting the occurrence of the proposal activation trigger.
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Abstract
Embodiments of the invention provide systems and methods for using multi-dimensional modeling techniques to handle territory proposals for sandboxing territory changes, for performing what-if analyses, etc. In some embodiments, a staging environment allows the creation of a proposed territory model (e.g., a proposed territory hypercube) based on a production territory model or some other baseline territory model version. The territory proposal is associated with a name, owner, activation trigger event, and the proposed territory model. The owner can modify the proposed territory definitions in the staging environment, and the modifications may be published to subordinates, audited for errors, etc. When the proposed territory model is as desired, the owner may request activation of the territory upon occurrence of the activation trigger event occurs. Activation may involve promotion of the proposed territory model (e.g., or the modifications) to the production environment, for example, including realignment, reconciliation, auditing, and/or any other processing.
40 Citations
20 Claims
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1. A method comprising:
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identifying, in a territory management system, a multi-dimensional territory model for use as a baseline model for a territory proposal, the baseline model comprising baseline territory definitions configured to define a hierarchical set of baseline territories each as a set of cells of a baseline hypercube, the baseline hypercube defined according to a set of territory dimensions each having a set of dimension members; generating a territory proposal, using the territory management system, by associating a proposal activation trigger with proposed territory definitions generated according to the baseline territory definitions; receiving a modification to the proposed territory definitions at the territory management system; updating the proposed territory definitions in the territory management system according to the modification; detecting an occurrence of the proposal activation trigger; and activating the territory proposal by replacing production territory definitions with the proposed territory definitions in a production environment of the territory management system substantially upon detecting the occurrence of the proposal activation trigger. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13)
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14. A system comprising:
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a production subsystem configured to maintain a production model comprising production territory definitions configured to define a hierarchical set of territories each as a set of cells of a production hypercube, the production hypercube defined according to a set of territory dimensions each having a set of dimension members; and a territory proposal subsystem, communicatively coupled with the production subsystem, and configured to; generate a territory proposal by associating a proposal activation trigger with proposed territory definitions generated according to the production territory definitions; receive a modification to the proposed territory definitions from a user via a graphical interface; update the proposed territory definitions in the territory management system according to the modification; detect an occurrence of the proposal activation trigger; and activate the territory proposal by replacing the production territory definitions with the proposed territory definitions in the production subsystem substantially upon detecting the occurrence of the proposal activation trigger. - View Dependent Claims (15, 16)
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17. A machine-readable medium having stored thereon a series of instructions which, when executed by a processor, cause the processor to perform steps comprising:
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identifying, in a territory management system, a multi-dimensional territory model for use as a baseline model for a territory proposal, the baseline model comprising baseline territory definitions configured to define a hierarchical set of baseline territories each as a set of cells of a baseline hypercube, the baseline hypercube defined according to a set of territory dimensions each having a set of dimension members; generating a territory proposal, using the territory management system, by associating a proposal activation trigger with proposed territory definitions generated according to the baseline territory definitions; receiving a modification to the proposed territory definitions at the territory management system; updating the proposed territory definitions in the territory management system according to the modification; detecting an occurrence of the proposal activation trigger; and activating the territory proposal by replacing production territory definitions with the proposed territory definitions in a production environment of the territory management system substantially upon detecting the occurrence of the proposal activation trigger. - View Dependent Claims (18, 19, 20)
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Specification