Prerequisites
Before using territory analytics, ensure you have:
- At least one territory with accounts
- Recommended: Scoring model published, enrichment complete (analytics are most useful with full data)
Overview
Territory Analytics provides built-in views for understanding territory performance - account aggregates, score distributions, geographic views, activity tracking, and exportable reports. Analytics are accessed from within a territory view, typically via the Overview or Insights tabs at the top of the territory page.Territory Views
When you open a territory, the top navigation shows tabs including:| Tab | What It Shows |
|---|---|
| Overview | Territory summary - account count, score distribution, key metrics |
| Companies | Full account table with all columns, scores, and data |
| Insights | Insight scores and strategic criteria performance across accounts |
Companies Table
The Companies tab is the primary analytics view. The table includes:| Column | Description |
|---|---|
| Company | Company name with logo |
| Domain | Website domain |
| Industry | Industry classification |
| Country | Headquarters country |
| Employee Size | Employee count range (e.g. 1001–5000) |
| Revenue | Revenue range (e.g. 1B) |
| Territory Name | Which territory this account belongs to |
| PG:AI Score | Overall score from the scoring model (e.g. 99.31, 88.24, 50.00) |
| PG:AI Badge | Score band label (High, Medium, Low) with colour coding |
| Sentiment | Positive, Neutral, etc. |
Customising the View
- Click column headers to sort
- Use the filter icon to apply filters
- Use the column selector to show/hide columns
- Additional columns may include enriched data, custom columns, job counts, and employee group counts
Insights Tab
The Insights tab shows strategic insights scoring performance across territory accounts:- Per-criterion scores across accounts
- Aggregated insight data
- Trend indicators
Exporting Territory Data
To export territory data for offline analysis, QBRs, or sharing with stakeholders:
Exports are useful for:
- Quarterly business reviews
- Sharing with leadership who don’t have platform access
- Offline analysis and modelling
Common Analytics Workflows
Territory health check:- Open territory → Overview tab
- Review account count and score distribution
- Check how many accounts are High vs. Medium vs. Low
- Identify accounts that need attention (Low scores, no activity)
- Open territory → Companies tab
- Sort by PG:AI Score (descending)
- Review the top-scoring accounts - are they the ones you’d expect?
- Check the bottom - are there accounts that should score higher?
- Adjust scoring model rules if the distribution doesn’t match expectations
- Open each territory and note key metrics
- Compare account counts, score distributions, and coverage
- Identify territories that are over- or under-resourced
Troubleshooting
| Issue | Likely Cause | Fix |
|---|---|---|
| All scores show 50.00 | No scoring model assigned | Assign and publish a scoring model |
| Analytics show limited data | Enrichment not complete | Run territory enrichment |
| Export missing columns | Columns hidden in the view | Unhide columns before exporting |
| Insights tab empty | No insight criteria configured | Set up Strategic Insights Scoring criteria |