KPI Widgets

The KPI widgets provide instant visibility into your territory's health. On larger screens, all are visible. On smaller screens, you can click to expand the ones you want to see.

1. Total Accounts

Icon: 👥 Users What it shows: The total number of accounts currently in this territory

Example: 1,247 accounts

Why it matters:

• Quick sanity check on territory size
• Helps identify overloaded or underutilized territories
• Changes as you filter the data grid

2. Gained/Lost Accounts

Icon: +/- What it shows: Number of accounts gained (green) and lost (red) compared to the baseline or previous account distribution.

Example: +52 / -18

Why it matters:

• Tracks account movement between territories