Build your sales territory planner.
Keep current account ownership separate from proposed territory changes.
How to build your sales territory planner
Describe the job
Keep current account ownership separate from proposed territory changes.
Review the first version
Choose how the sales analyst records the territory and how the sales manager reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A sales territory planner example
A distributor moves an account between territories next month.
Sales territory planner example
- Record
- Sales territory planner · 01
- Owner
- Sales analyst
Current stage · Sales analyst
Open the territory
A distributor moves an account between territories next month.
Read the full walkthrough
Open the territory
A distributor moves an account between territories next month.
- Record:
- Sales territory planner · 01
- Owner:
- Sales analyst
Review the approval
Retain its current seller until the effective date, and expose the proposed overlap rather than double counting ownership.
- Stage:
- Awaiting sales manager review
- Owner:
- Sales manager
Retain the current seller
Retain the current seller until the approved reassignment date.
- Next action:
- Retain the current seller until the approved reassignment date.
- Owner:
- Source owner
What to include in your sales territory planner
Keep the territory in context
Keep territory, account, assigned seller, effective date, overlap and approval together so the next person can understand the request or record.
When the next step needs a decision
A distributor moves an account between territories next month. Retain its current seller until the effective date, and expose the proposed overlap rather than double counting ownership.
Keep approval visible
Retain the current seller until the approved reassignment date.
Choose what each person needs
Give the sales analyst a working view and the sales manager a review view. Keep territory and account attached to the decision as the work moves between them.
Questions about sales territory planner
Start with territory, account, assigned seller, effective date, overlap and approval. Describe who enters the information and who reviews the next step.