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Scenario Templates

Use Scenario Templates to create reusable scenario configurations.

Templates allow you to predefine drivers, territory groups, and default dates — so you don’t need to configure them manually each time.

What is a Scenario Template?

A Scenario Template is a predefined setup that can include:

  • A scenario name
  • A tracking name (customer-facing)
  • Assigned drivers
  • Assigned territory groups
  • A default date

This helps standardize recurring planning scenarios.

Create a Scenario Template

Click the + button to create a new template.

Add Scenario Template modal

Fill in the following fields:

  • Name – Internal name of the template
  • Scenario Name – The scenario name used in planning
  • Scenario Tracking Name – The name shown in tracking pages
  • Drivers – Select one or more drivers
  • Territory Groups – Assign relevant territory groups
  • Default Date – Set a default scheduling date (e.g. Tomorrow, Next Business Day)

Click Save to create the template.

Managing Templates

From the list view, you can:

  • View assigned drivers and territory groups
  • See the default date
  • Edit existing templates

Note

Scenario Templates do not run automatically. They provide a predefined configuration that can be used when creating or planning scenarios.