> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getpg.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# For Sales Leaders

> Your first 10 minutes in PG:AI as a VP Sales, CRO, or Sales Director

You need your team performing consistently, your territories making sense, and visibility into what's happening across your accounts. Here's how PG:AI helps and how to get started.

## Your First 10 Minutes

<Steps>
  <Step title="Understand what your team sees">
    Ask your admin or RevOps to add a few accounts you know well. Once enriched, open one and review the intelligence. Compare what PG:AI produces against what you know about the account. This builds confidence in the data quality.
  </Step>

  <Step title="Check Territory">
    If your team has a territory set up, go to **Territory** and look at the companies table. You'll see every account with a score, enrichment data, and badges. This is the view your reps will use to prioritise.

    Sort by score. Are the top accounts the ones you'd expect? If not, the scoring model needs tuning  -  that's a [configuration task](/configuration/overview) for RevOps.
  </Step>

  <Step title="Look at analytics">
    Go to **Territory → Analytics**. This shows score distribution, segment breakdown, and territory coverage. You'll immediately see: how many accounts are scored, how they're distributed, and where there are gaps.
  </Step>

  <Step title="Check monitoring">
    Go to **Monitor** and see what alerts are set up. Monitoring agents watch your accounts for changes  -  leadership moves, strategy shifts, hiring patterns. As a leader, this is how you stay informed about your team's key accounts without relying on rep updates.
  </Step>
</Steps>

## What You'll Use Most

<CardGroup cols={2}>
  <Card title="Territory Management" icon="map" href="/territory/territory-management">
    See your team's entire book of business. Scored, ranked, enriched. The replacement for spreadsheet-based territory reviews.
  </Card>

  <Card title="Scoring Models" icon="star" href="/territory/scoring-models">
    How accounts are prioritised. Review and tune the criteria to match your ICP and sales motion.
  </Card>

  <Card title="Territory Analytics" icon="chart-mixed" href="/territory/territory-analytics">
    Territory health, score distributions, segment breakdowns. The data for territory reviews and QBRs.
  </Card>

  <Card title="Monitoring Agents" icon="radar" href="/monitor/monitoring-agents">
    Alerts when something changes at key accounts. Stay informed without chasing reps for updates.
  </Card>
</CardGroup>

## Your Key Playbooks

<CardGroup cols={2}>
  <Card title="Territory Planning" icon="map" href="/playbooks/territory-planning">
    Score, segment, and prioritise territories. Make data-driven decisions about where your team focuses. **Start here.**
  </Card>

  <Card title="Territory Analysis Project" icon="chart-mixed" href="/playbooks/territory-analysis-project">
    Run a full territory analysis  -  useful for QBRs, annual planning, or restructuring.
  </Card>

  <Card title="Account Monitoring" icon="radar" href="/playbooks/account-monitoring">
    Set up monitoring across key accounts so you know when something changes.
  </Card>

  <Card title="QBR & EBC Preparation" icon="presentation-screen" href="/playbooks/qbr-ebc-preparation">
    Prepare executive-ready materials backed by real account intelligence.
  </Card>
</CardGroup>

## What to Do After Setup

* **Review scoring with RevOps.** The scoring model determines how accounts are ranked. Make sure the criteria reflect what actually predicts success for your team.
* **Set the expectation with your team.** PG:AI works best when reps use it before every meeting. Set the standard: "every meeting, every account, fully prepared."
* **Use Territory Analytics in your reviews.** Replace "how's your territory going?" with data. Score distributions, coverage gaps, and enrichment quality give you a real picture.