公开(公告)号：US20110040697A1

公开(公告)日：2011-02-17

申请号：US12857407

申请日：2010-08-16

申请人： Fivos Constantinou ,  Sanjay Pusegaonkar ,  Yu Cong Lam ,  George Colliat ,  Shih-Hsin Peng

发明人： Fivos Constantinou ,  Sanjay Pusegaonkar ,  Yu Cong Lam ,  George Colliat ,  Shih-Hsin Peng

IPC分类号： G06Q10/00

CPC分类号： G06Q10/06 ,  G06Q10/067

摘要： Embodiments of the invention provide systems and methods for using multi-dimensional modeling techniques to handle gaps, overlaps, and reassignments of opportunities for sales territory management. Embodiments use multi-dimensional modeling to define territories in such a way that accounts for applicable territory criteria as sets with logical boundaries, rather than as a defined rule-based architecture (e.g., as dimensions in a territory hypercube). The multi-dimensional model is de-normalized to capture the multi-dimensional nature of the sales territory definitions while, for example, flattening hierarchical trees and minimizing or eliminating the need for ordinal processing of the data. In some embodiments, the de-normalized territory definitions are used to facilitate efficient and reliable gap and/or overlap processing (e.g., detection, reconciliation, etc.). In other embodiments, the de-normalized territory definitions are used to optimize identification of territory regions where reassignment of opportunities is appropriate and/or to reassign opportunities in those regions.

摘要翻译： 本发明的实施例提供了使用多维建模技术来处理销售领域管理的机会的差距，重叠和重新分配的系统和方法。 实施例使用多维建模来定义领域，以便将适用的领域标准考虑为具有逻辑边界的集合，而不是基于定义的基于规则的架构（例如，作为领域超立方体中的尺寸）。 多维模型被取消归一化以捕获销售区域定义的多维性质，例如，平坦化分级树并最小化或消除对数据的顺序处理的需要。 在一些实施例中，使用去归一化的区域定义来促进有效和可靠的间隙和/或重叠处理（例如，检测，对帐等）。 在其他实施例中，使用去归一化的领域定义来优化在机会重新分配是适当的和/或重新分配那些区域中的机会的区域区域的识别。

公开(公告)号：US08510659B2

公开(公告)日：2013-08-13

申请号：US12857410

申请日：2010-08-16

申请人： Yu Cong Lam ,  George Colliat ,  Shih-Hsin Peng ,  Francis Chang ,  Teodoro Pimentel

发明人： Yu Cong Lam ,  George Colliat ,  Shih-Hsin Peng ,  Francis Chang ,  Teodoro Pimentel

IPC分类号： G06F3/00

CPC分类号： G06Q10/06 ,  G06Q10/067

摘要： Embodiments of the invention provide systems and methods for using multi-dimensional modeling techniques to handle analytical metrics and assignment previews, for example, in the context of territory proposals and what-if analysis. In some embodiments, a set of proposed territory definitions is generated in a territory management system to represent a hierarchical set of proposed territories each as a set of cells of a hypercube. A modification is received to the proposed territory definitions, and the proposed territory definitions are updated according to the modification. A query is received (e.g., at the territory management system via a user interface) and is executed against the proposed territory definitions in the territory management system to generate a query result. The query result is output to provide analytical metrics and/or assignment preview functionality.

摘要翻译： 本发明的实施例提供了用于使用多维建模技术来处理分析度量和分配预览的系统和方法，例如在领土提案和假设分析的背景下。 在一些实施例中，在区域管理系统中生成一组所提出的领域定义，以将所提出的领域的分层集合各自表示为超立方体的单元的集合。 接收到拟议的领土定义的修改，并根据修改更新拟议的领土定义。 接收到查询（例如，通过用户界面在领域管理系统），并针对领域管理系统中的建议的领域定义执行查询以生成查询结果。 输出查询结果以提供分析度量和/或分配预览功能。

公开(公告)号：US20110041089A1

公开(公告)日：2011-02-17

申请号：US12857410

申请日：2010-08-16

申请人： Yu Cong Lam ,  George Colliat ,  Shih-Hsin Peng ,  Francis Chang ,  Teodoro Pimentel

发明人： Yu Cong Lam ,  George Colliat ,  Shih-Hsin Peng ,  Francis Chang ,  Teodoro Pimentel

IPC分类号： G06F3/048

CPC分类号： G06Q10/06 ,  G06Q10/067

摘要： Embodiments of the invention provide systems and methods for using multi-dimensional modeling techniques to handle analytical metrics and assignment previews, for example, in the context of territory proposals and what-if analyses. In some embodiments, a set of proposed territory definitions is generated in a territory management system to represent a hierarchical set of proposed territories each as a set of cells of a hypercube. A modification is received to the proposed territory definitions, and the proposed territory definitions are updated according to the modification. A query is received (e.g., at the territory management system via a user interface) and is executed against the proposed territory definitions in the territory management system to generate a query result. The query result is output to provide analytical metrics and/or assignment preview functionality.

摘要翻译： 本发明的实施例提供了用于使用多维建模技术来处理分析度量和分配预览的系统和方法，例如在领土提案和假设分析的背景下。 在一些实施例中，在区域管理系统中生成一组所提出的领域定义，以将所提出的领域的分层集合各自表示为超立方体的单元的集合。 接收到拟议的领土定义的修改，并根据修改更新拟议的领土定义。 接收到查询（例如，通过用户界面在领域管理系统），并针对领域管理系统中的建议的领域定义执行查询以生成查询结果。 输出查询结果以提供分析度量和/或分配预览功能。