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What out of the box reports do you use as Territory Planning admins? Ones that make your job easier - see accounts that have been assigned, unassigned, performance summary etc.

 

What reports that you share with your sales team after territories are created and before you activate a ETM model?

1 comment
  1. Apr 21, 2021, 2:04 PM
    Hi @Nikhil Banka

    , as of right now, there is not any reporting within Territory Planning. You could, however, use the Account report in Salesforce after publishing the territories.

    The information you share with your sales team after territories are created would be the territory shapes, which will take into consideration the data from reports that you would have included when starting the territory planning project.

    After you activate ETM, it would probably be beneficial to discuss reporting with someone on from that side.

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