Example Workflows

Here are real-world scenarios showing how to use Territory View effectively:

Workflow 1: Reviewing Territory Balance After Planning

Goal: Ensure accounts are distributed fairly and handle exceptions.

Steps:

1. Start on the "All Accounts" tab
   • Review total account count in KPI widget
   • Check Gained/Lost to understand changes
2. Switch to "Exceptions" tab
   • Review any accounts with errors
   • Fix data quality issues or update territory logic
3. Switch to "Unassigned" tab
   • Review accounts without reps
   • Manually assign or adjust capacity limits
4. Switch to "Locked" tab
   • Verify locked accounts are still strategic
   • Unlock accounts that no longer need protection
5. Export to Excel
   • Share final territory data with leadership

Workflow 2: Manually Assigning Strategic Accounts

Goal: Lock high-value accounts to senior reps.

Steps:

1. Filter the data grid
   • Use column filter: Revenue > 10,000,000
   • Result: Only enterprise accounts show
2. Select accounts
   • Check individual accounts or use header checkbox for all
   • Verify selection count in toolbar
3. Bulk assign
   • Click "Assign / Lock"
   • Select "Assigned Account Owner"
   • Choose senior rep from dropdown
   • Choose "Assign and lock selected accounts"
   • Check "Ignore parent/child check" if not concerned about families
   • Click "Confirm"