> For the complete documentation index, see [llms.txt](https://docs.gradient.works/kb/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.gradient.works/kb/carve/scenarios.md). # Scenarios ### Creating Effective Scenarios The chat agent will do most of the heavy lifting for you, but there are a few things you can do to help it carve effectively. Provide as many details on your requirements as you can, but don't worry if you miss something. Use specific column titles to refer to data in your account sheet. Answer its questions as best as you can (or tell it to decide if you don't have a preference).
After you run one scenario, you can run another with updated requirements or totally different requirements. You'll be able to compare the results of multiple scenarios in the account sheet, as well as export everything for further analysis.
### Interpreting Scenario Results Once Carve has run your scenario, there are a few key things to look for in your results. First, you'll see a summary of the scenario in the chat window. That gives you an overview of what the agent did to split up accounts. You can ask it questions about what it did if anything's unclear. {% hint style="info" %} Tip: If you had previously assigned reps in your initial account sheet, the Carve chat agent will likely give you a before-and-after view of what's changed in terms of account ownership. If it doesn't provide this automatically, you can ask it for one. {% endhint %} On the right side, you'll see your account sheet displayed with an additional column with the new assignments, in the **Accounts** tab. You can work with this account sheet much like you can a spreadsheet. Use the icons at the top of the account list to filter, pivot, and otherwise customize your view of this data sheet.
You can also review and interpret your results using the **Analysis** tab. Here's where you'll see a full dashboard of major metrics and charts to help you review your scenario results. You can also customize this dashboard, more on that next. #### Analysis Dashboard When you run a scenario, Carve now automatically generates a full analysis dashboard based on your results. That's the starting point. From there, you can customize it however you want.
To create a new dashboard element, or card, click the squares icon in the top right corner. You can select from the suggested cards or create your own.
You can choose from the following card types: * **Metrics**: single-number callouts for key figures like average revenue potential or account counts * **Charts**: bar, line and donut charts, with the AI selecting the best type for your data * **Tables**: tabular rollups for data you want to dig into * **Maps**: geographic views of your territory assignments, so you can visualize where accounts are concentrated and spot coverage gaps * **Narratives**: AI-written summaries and analysis in plain language
Back in the dashboard view, you can drag cards to rearrange them, resize them, or expand a single card to fill the screen. The layout persists for everyone who opens it, and each scenario in a project gets its own independent dashboard, so you can run multiple carve options and have a tailored analysis view for each one. Only admins can modify a dashboard's layout, which means your team always has a consistent view. ### Overrides Once you've run a scenario, you can add specific overrides so you can tweak your territories based on feedback from your sales team. Overrides let you move accounts to different territories by either uploading a list of overrides, or manually entering them. Click on the *Override Results* button in the top right corner.
From here, you can enter overrides manually using the (Overrides) column in the account sheet. Or you can upload a list of overrides with the stacked file button next to the trash can. {% hint style="info" %} Note: This icon will be grayed out if you haven't first added overrides data to your account sheet in the Data tab (left nav). There's more on how to add additional data, including bulk overrides, [here](#updating-account-sheet-data). {% endhint %}
### Running Additional Scenarios You can run as many different scenarios as you like (subject to your particular account's plan limits of course). You may want to try different "what if" situations or look at how territories would balance out with different requirements. ### Deploying Your Results Once you're happy with a scenario's results, you can deploy them to CRM or export the data for additional analysis.
#### Deploy to CRM To send your new territories to CRM, click the *Deploy* button in the top right corner of your desired scenario. We support export to both Salesforce and HubSpot. If you haven't already, you'll need to add a CRM connection. Once you have that, fill out a few fields to tell Carve where to put the new data. If you use [Bookbuilder](/kb/bookbuilder/overview.md), you'll also be able to create and update [target books](/kb/bookbuilder/target-books.md) based on your results.
#### Export Data If you'd like to dig deeper into your results or send your data to a CRM besides Salesforce or HubSpot, you can also export your results. You can export as a CSV or Excel file, or print. Click on the *download arrow* on your results window.