Account Data

Importing Account Sheets

Before you can carve a scenario, you need an account sheet to carve. To get started, click the +Import Data button in a new project.

You can import Excel and CSV files, or import from a Salesforce or HubSpot report. Whatever data source you use, this should be a list of the accounts you want to design territories for, including columns for relevant account data, like employee count, revenue, account type, etc...

The cleaner the data, the better your results will be so, so try to include updated firmographics and keep blank or inaccurate cells to a minimum. However, Carve will ask you to clarify anything it can't understand and you can update your account sheet with additional data at any point throughout the process.

Learning About Your Account Sheet Data

You can review or learn more about your account data anytime throughout the carving process. Just click on the Data tab in Carve's left nav.

You can ask the Carve chat agent anything about your data. Some examples of questions you could ask include:

• What are the top 10 industries by average score?

• How many accounts does Chloe Closer own?

• What's the average score of accounts in Alaska?

• Give me the number of accounts by state in the Energy industry

If you have multiple data sources, just refer to them specifically. e.g: How many unique sales reps are in holdovers.csv?

Updating Account Sheet Data

You may decide you need more or updated data in your account sheet. That may include new columns with additional data to inform your carves or a list of overrides to be sure certain accounts stay in specific territories or with specific reps.

You can add new data anytime by clicking on the + button in the top right corner of the Data chat.