Territory Health Assessment
By Salesforce LabsForecasting & Territory Management
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free
- Listed since
- 2023
About Territory Health Assessment
Compares your territory model with an optimized one from Territory Planning
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.
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.
Screenshots
Image 1 of 3
Pricing
Free.
Compatibility
- Works with
- Sales Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on April 27, 2023
- Languages
- English
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