Cognos Territory Management

An intuitive, easy-to-use interface

• Use wizards, drag-and-drop features and visual elements for sales operations management and compensation administration, minimizing the dependency on IT support.
• Set up and maintain an unlimited number of hierarchies and levels such as sales structure, customers, products, territories, geographic locations and named accounts.
• Make changes to territory and crediting assignment rules while tracking historical information.
• Access preconfigured dashboards and reports to see recent and historical activities, territory and crediting assignment gaps and conflicts, and audit information.
• Set effective dates for all configuration settings, so you can make changes while retaining previously-configured territory and crediting rules that have been processed.

Territory, crediting and transaction management

• Configure territory rules that are executed in order of precedence using one or more attributes to evaluate and define territory definitions and territory assignments. Exception roles can also be created.
• Set up crediting rules that are executed in order of precedence using one or more attributes to evaluate credit assignments. Exception roles can also be created.
• Allocate millions of transactions in record time using a high-performance platform that includes monitoring and elastic computing to increase processing resources when workload increases.
• Import reference and source data with no advanced extract, transform and load (ETL) processes required. Source data can be sales transactions or other sales activities such as sales opportunities.
• Configure security privileges, by user and role, for system and data access.

Reports, dashboards and analytics

• View territory and assignment rules that are over or underutilized or are causing transaction assignment discrepancies.
• Use a standard dashboard to display events metrics, trends and how territories have been configured.
• Use the sales crediting output as input to the compensation plan calculation engine. Sales crediting output can be fully integrated with IBM Cognos Incentive Compensation Management or provided as a data integration point to other systems.