This course provides the configurations necessary to implement and administer SAP Territory and Quota.

Syllabus

Exploring SAP Territory and Quota
Configuring Organization Data
- Exploring SAP Territory and Quota Organization Data
- Creating Business Units
- Creating Participants
- Creating Positions
- Creating Titles
Creating Accounts
- Exploring Accounts
- Setting up Accounts Manually
- Configuring the Account View
- Creating Custom Fields
- Identifying the Personally Identifiable Information (PII) of a Field
- Managing Account Segmentation with Account Classifier Hierarchies
- Validating Account Segmentation
Creating Products
- Exploring Products
- Creating Products and Custom Tags
- Creating Product Families and Tags
- Creating Product Categories
Defining Geographies
- Exploring Geographies
- Mapping Geographies
Creating Territory Programs
- Exploring Territory Programs
- Configuring and Managing Territory Programs and Territories
- Assigning Territory Positions
- Defining Territory Rules
- Creating Alignment Types
- Aligning Accounts to Territories
- Aligning Products to Territories
- Aligning Geographies to Territories
- Defining Overlay Territories
- Mapping Territories
- Utilizing Territory Scenarios
Assigning Quotas
- Managing Quota Settings
- Selecting a Quota Methodology
- Defining Quota Target Types
- Setting up Quota Data
- Assigning Top-Down Quotas
- Configuring Top-Down Quota Custom Formulas and Predefined Filters
- Customizing Labels in Quota Planning and Quota Breakdown
- Distributing Top-Down Quotas
- Allocating Top-Down Quota Values
- Calculating Top-Down Baseline Quotas
- Assigning Bottom-Up Quotas
- Setting Bottom-Up Quota Baseline
Managing Data Integration
- Exploring Data Integration
- Importing Data with the Excel Loader
- Transferring Data with the Express Data Loader
- Integrating SAP Territory and Quota with SAP Incentive Management
Optimizing Territories with AI
- Understanding Territory Optimization with AI
- Optimizing Territory Accounts Alignment with AI
- Optimizing Territory Geography Alignments with AI
Reporting Key Metrics with Dashboards
- Exploring Key Metrics and Embedded Analytics with Territory Dashboard for Administrators
- Exploring Key Metrics with Territory Dashboards for Reps
Configuring Administrative Functions
- Setting Up SAP Territory and Quota Users
- Setting Up Roles and Permissions
- Configuring Global Application Settings
Accessing Recommended Resources

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