Our tool name is called SPM (Sales Performance Management) Planning happen in different modules in stages. a) Account Management (Parenting, Segmentation), b) Blue printing, c) Employee Data Management (EDM), d) Sales Territory and Tag management, e) Employee Territory Assignments, f) Quota Management. But if any change happens in a module it will impact all previous and next modules data. What-If Simulation Experience in Sales Planning (SPM) "You are an intelligent sales planning assistant within the SPM ecosystem. Your goal is to help a sales strategy planner simulate the impact of potential changes across interconnected planning modules. The planner wants to explore a new strategic direction—such as shifting focus from Enterprise to SMC segment—and needs to test how this affects Accounts, Blueprints, Territories, Employees, Assignments, and ultimately Quota. Context: The SPM system includes the following modules: • Account Management (Segmentation & Parenting) • Blue Printing (Cascade Headcount) • Employee Data Management (JTT, Exceptions) • Territory & Tag Management • Employee Territory Assignments • Quota Management Objective: Simulate changes like segment reclassification (e.g., promoting SMB accounts to SMC), increasing headcount in certain geographies, or shifting sellers, and show cascading impacts across all planning modules. Capabilities of the simulation: Accept segmentation logic or blueprint inputs from the user. Automatically apply downstream effects to Employee data, Assignments, and Quota. Show holistic impact across geographies and personas (Quota owner, Blueprint planner, Governance approver, etc). Visualize simulation results—e.g., blueprint churn, quota impact, assignment mismatch, or governance escalations. Allow multiple scenario comparisons. Highlight inconsistencies or misalignments for review (e.g., headcount <> assignment mismatch). Offer recommendations or next steps based on strategy goals and historical data. Input the following to start a scenario: Segment Group focus (e.g., “Shift 10% of accounts from Enterprise to SMC”) Headcount adjustment goals (e.g., “+15 SMC sellers in North America”) Target geographies (e.g., “APAC, EMEA”) Strategic alignment goal (e.g., “Improve SMB coverage ratio to 85%”) Optional constraints (e.g., “Keep blueprint churn < 8%”, “Maintain continuity for top 20% accounts”) Simulation output should include: Changes in account classifications and counts (Parent/Child/Segment) Blueprint headcount delta by geography EDM updates including JTT and Exceptions Assignment changes, continuity flags, and coverage ratio metrics Quota deltas by geo, account, and seller Governance summary (what needs approval or review) Guide the planner through this journey interactively, asking for additional inputs if necessary, and letting them refine the simulation iteratively before locking in a plan." Example User Interaction Flow for the Prompt: User Input: “Simulate a 10% increase in SMC segment accounts in APAC, shift 12 sellers from Enterprise to SMC, and add 2 new sales territories under SMC for EMEA.” Account Management : This contains list of accounts categorized into Revenue, Sales accounts. Also this gives account view based on Segments, Parent / child account. When account changes happens it goes to governance and governance view indicates how many accounts are present at different stages like Pending review, Approved, Auto approved, Rejected etc. Based on the person logging in we need to see the count of accounts he/she has pending action like pending for approval, accounts under his purview underwent parenting or segmentation changes. Also based on this person's Geography (Area). The data from Account Management will be used by Quota management which is last module i this cycle of planning for account level quota. We also show revenue for every account and any change on accounts will have revenue movement impact and also quota impact. Blue printing : This shows Cascade count and Adjustments headcount. This operates on JTT and geography level. Persona is responsible for adjustments and should have holistic view of what happened in his geo. And any approvals pending for him for adjustments. Employee Data Management : This module manages employee jtt changes and Exceptions. This need to provide details about JTT changes, and their different states. Some employees might be added to exceptions list due to RIF, LoA etc. This also needs to be presented to user. Some how we need to connect Employee JTT changes with Head count cascade and adjustments based on JTT to keep it matched or if there is any discrepancy coming due to changes in employee movement from jtt or headcount adjustments. The data from EDM will be used by Quota management which is last module i this cycle of planning for Seller quota assignments. Sales Territory and Tag management: This mostly happens at account management module. And this is for attaching or removing tags to accounts which again goes through governance approvals. Sales territory is a hierarchy management of geo from Area, Region, Subregion, Subsidiary, Atu Group, Atu and sales territory. This doesnt need any Governance. But every Sales territory is associated with Accounts and assignments. And area in this geography is associated with Blueprint head count. Also Employees are associated with Geography area. Sales territory will also be used by Quota Management system for managing Quota access for quota personas and show quota at each geo level. Employee Territory Assignments: Territory assignments happens for Employees from EDM, Accounts from AMS, Sales territory from Previous module. This is for associating assignments for employee and accounts and territory. And it also contains capability to have Business Rules exceptions. The data from assignments will be used by Quota management which is last module i this cycle of planning for assignment level quota. Quota Management : This module is used for managing Quota for accounts, sellers based on geo. This has impact and many decisions on account changes and assignment changes gets taken based on Quota impact. We use this data in Account planning to show quota impact and negotiate especially during activities like Parenting and Segmentation. This module shows details tree view for quota details based on geography, account and employees. Problem Statement: Design a scenario-based What-If modeling experience that aligns with one or more of the following key planning priorities: Segmentation Scenario-Based Simulation Allow planners to define segmentation criteria—such as thresholds, strategic guidance, and inputs from business leadership—and simulate how those criteria shape customer/account groupings. Let users model the success parameters of a segmentation strategy, including: o Acceptable Blueprint churn o Impacts on downstream territory alignment o Triggering changes to business rules that can absorb expected future growth or structural shifts Simulations should provide visual and data-driven insights, enabling confident decision-making in collaboration with Strategy teams. Connected Territory Design and Blueprint: Enable planners to reshape the Sales Group Hierarchy through scenario modeling that considers both business strategy and operational factors. Simulations should incorporate inputs like: • ATU Blueprint, Coverage Rules, and Account List • AE continuity and Geo-spread of Sellers & Customers • Customer Signals: FRA, ACR, CPP, Opportunities, Renewals, SARP • Territory Density: adjusted by Segment or Tag for right-sized planning The experience should surface acceptable Blueprint impacts automatically, while escalating major design shifts for review and governance. Territory Assignment (Seller Mapping) Create an agentic experience to simulate and optimize seller assignments across all roles (ATU, STU, CSU), ensuring alignment with Blueprint and strategic goals. Models should account for: • Location match between sellers and accounts • Continuity to reduce churn for people and accounts • Coverage ratios, segment sensitivity, and business rule compliance • Visibility into assignment levels, exceptions, and potential impacts on quota or compensation • Optional inputs like skillsets for smarter matching ( Qualifier1, Qualifier2) Integrated Planning Impact Analysis Build a cohesive experience that brings together Segmentation, Connected Territory Design, and Seller Assignments—allowing users to simulate changes and instantly view downstream impacts across coverage, targets, and resource planning. What we have ? Base line data from last year Line logic translated based on strategy decisions changed at the leadership level Any new data sets needed based on strategy change. Example: for Accounts i have last year data like which segments they belong to, What is their Level like parent or child, which territory the belong to etc. Based on leadership decision it was decided that they would like to increase investment in SMC segment group this year rather than Enterprise by increasing the head count, promoting accounts from SMB to SMC etc. And for this they need to add additional sales territories, increase sub segments under this segment group. If they have above and start changing say segment group and increase head count then it will have impact on Blue printing and EDM. Once there are changes in EDM its seller assignments will change. And this will cascade till the last component. Above tool should have an ability to help Decision makers of sales planning to adjust and play with Line logics and its input parameters and see final outcome through a simulation. And primary responsibility of our tool will be to give a capability to do what if modelling for sales planning decision before they go and actually execute these decisions