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Territory Health Assessment

Compares your territory model with an optimized one from Territory Planning

Overview

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.

1 of 3

  • 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.

Shows a comparison of your territory model with an optimized version using Territory Planning. Run optimizations using strategies that reveal opportunities for coverage improvements. Then share the results in PDF files with your stakeholders.

Categories

Business Needs
Productivity
Forecasting
Geolocation
Personas
Business Operations Manager
Consultant
Data Analyst
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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