A disruption report measure the impact of changes made to your sales territories, assignments, or account ownership. Use this report to compare the current and proposed states of the entities in your GTM plan.
The Disruption Report compares two states:
Current: Reflects the existing assignments or territory structure.
Proposed: Shows the changes to be implemented (accounts moving between territories, new ownership).
For each state, specify a role and time period to define the timeframes for each.
Design a disruption report
In the chart designer, select Disruption Report from the right menu.
In the Chart Title field, type a unique name for the chart.
Note
If you don’t provide a name, the chart will populate a name.
Configure the following fields:
Current Column
Select entities like assignments, people, roles, and territory that will display the current state of the data.
From the Entities menu on the left, search for dimensions.
Drag and drop the dimension to the Current Column field.
Proposed Column
Select the same entity from the Current Column you want to compare the changes in the proposed state of the data (accounts moving between territories, new ownership).
From the Entities menu on the left, search for dimensions.
Drag and drop the dimension to the Proposed Column field.
Metrics
Add metrics to compare the data with.
Note
You can only have a maximum of 5 metrics.
From the Entities menu on the left, search for dimensions and measures.
Drag and drop dimensions and measures to the Metrics field.
Timeline (optional)
Period of time you want to view the data against.
Note
If a metric requires a timeline, it will automatically populate.
From the Entities menu on the left, search for time based measures.
Drag and drop measures to the Timeline field.
Click Plot.