Chapters

What is Territory View?

Territory View is your operational workspace for managing account-level decisions within a territory. It shows you exactly which accounts are assigned where, gives you tools to correct issues, and provides a real-time window into how territory assignments are taking shape during planning.

It’s built for control. Whether you’re auditing assignments, locking down key accounts, resolving exceptions, or preparing for a scenario commit, Territory View is where tactical work happens.

Why Territory View matters

Account-level insight: Get a complete, filterable table of accounts, with every relevant field visible—from territory and rep assignments to exception flags and balance goal metrics.
Exception handling: Quickly identify and resolve accounts with invalid or conflicting assignments using built-in filters or views.
Manual overrides: Reassign accounts, lock them in place, or bulk-edit territories and reps based on your strategic needs.
Scenario impact preview: See how your planning decisions affect territory composition before committing them to production.

Navigating to Territory View

/a/{team_slug}/scenario/{UID}/node/{UID}/

Two ways to quickly navigate to Territory View:

From the Territory Model, select the Node you want to view and select Territory View from the Node navigational menu.
From Scenario Dashboard, select the pink search icon next to the node you want to view.

The Territory View Interface