Examples of Inherited Territory Coverage
Use territory inheritance to make coverage changes to one source territory and automatically propagate those changes to recipient territories that have an inheritance relationship to the source territory.
Use overrides to change the dimensional coverage and other dimension information, and to qualify the included customers and their hierarchies to only those that match the override information.
In this example, the industry and product dimensions are enabled. This table provides the source territory definition.
|
Coverage Type |
Definition |
Details |
|---|---|---|
|
Dimensional Coverage |
Industry |
Any |
|
Dimensional Coverage |
Product |
Any |
|
Included Customers |
Customer A |
Is in the high tech industry |
|
Included Customers |
Customer B |
Is in the services industry |
|
Included Customers |
Customer C |
Is in the utilities industry |
|
Filtering Conditions |
None |
None |
|
Other Dimensions |
Product |
Desktops, Laptops |
Recipient Territory 1
The override for recipient territory 1 is Industry: Services.
Here's the resulting coverage for recipient territory 1.
|
Coverage Type |
Definition |
Details |
|---|---|---|
|
Dimensional Coverage |
Industry |
Services |
|
Dimensional Coverage |
Product |
Any |
|
Included Customers |
Customer A |
Is in the high tech industry |
|
Included Customers |
Customer B |
Is in the services industry |
|
Included Customers |
Customer C |
Is in the utilities industry |
|
Filtering Conditions |
Industry |
Services: Filters out Customers A and C |
|
Other Dimensions |
Product |
Desktops, Laptops |
Recipient Territory 2
The override for recipient territory 2 is Industry: High Tech.
Here's the resulting coverage for recipient territory 2.
|
Coverage Type |
Definition |
Details |
|---|---|---|
|
Dimensional Coverage |
Industry |
High Tech |
|
Dimensional Coverage |
Product |
Any |
|
Included Customers |
Customer A |
Is in the high tech industry |
|
Included Customers |
Customer B |
Is in the services industry |
|
Included Customers |
Customer C |
Is in the utilities industry |
|
Filtering Conditions |
Industry |
High Tech: Filters out Customers B and C |
|
Other Dimensions |
Product |
Desktops, Laptops |
Recipient Territory 3
The override for recipient territory 3 is Product: Laptops.
Here's the resulting coverage for recipient territory 3.
|
Coverage Type |
Definition |
Details |
|---|---|---|
|
Dimensional Coverage |
Product |
Laptops |
|
Dimensional Coverage |
Industry |
Any |
|
Included Customers |
Customer A |
Is in the high tech industry |
|
Included Customers |
Customer B |
Is in the services industry |
|
Included Customers |
Customer C |
Is in the utilities industry |
|
Filtering Conditions |
None |
None |
|
Other Dimensions |
Product |
Laptops |