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Territory Health Assessment

By Salesforce Labs

Compares your territory model with an optimized one from Territory Planning

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Free  

Never requires payment

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Business Need
Productivity
Forecasting
Geolocation
Requires
Sales Cloud
Compatible With
Sales Cloud

Determine whether your territory models benefit from optimization strategies using Territory Planning, an add-on product from Salesforce. To improve sales projections, upload your model data using CSV files, optimize your territories, and compare results.

Highlights

Understand territory imbalance - Your territories are only as good as your ability to serve them. See which territories are overused and underused.

See optimization projections - Optimized territories yield maximum revenue attainment. See projections for your territories based on maximizing territory balance, account continuity, and geographic compactness.

Bring Your Own Territories - Whatever data you have can be evaluated. Upload a CSV with your territories, owners, and pertinent data. We'll show you how balanced your territories are and could be.

Provider Details

Salesforce Labs
San Francisco, CA, USA

Salesforce Labs is a program that lets salesforce.com engineers, professional services staff & other employees share AppExchange apps they've created with the customer community. Inspired by employees' work with customers of all sizes and industries, these apps range from simple utilities to entire vertical solutions. Salesforce Labs apps are free to use, but are not official salesforce.com products, and should be considered community projects - these apps are not officially tested or documented. For help on any Salesforce Labs app please consult the Salesforce message boards - salesforce.com support is not available for these applications. Questions? Please visit https://success.salesforce.com/answers.

Pricing Details

Free

You can fully use this solution without payment.

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