Territory Analytics

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Prerequisites

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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.

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Territory Views

When you open a territory, the top navigation shows tabs including:

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Companies Table

The Companies tab is the primary analytics view. The table includes:

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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

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Insights Tab

The Insights tab shows strategic insights scoring performance across territory accounts:

• Per-criterion scores across accounts
• Aggregated insight data
• Trend indicators

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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

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Common Analytics Workflows

Territory health check:

1. Open territory → Overview tab
2. Review account count and score distribution
3. Check how many accounts are High vs. Medium vs. Low
4. Identify accounts that need attention (Low scores, no activity)

Score distribution review:

1. Open territory → Companies tab
2. Sort by PG:AI Score (descending)
3. Review the top-scoring accounts - are they the ones you’d expect?
4. Check the bottom - are there accounts that should score higher?
5. Adjust scoring model rules if the distribution doesn’t match expectations

Territory comparison:

1. Open each territory and note key metrics
2. Compare account counts, score distributions, and coverage
3. Identify territories that are over- or under-resourced

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Troubleshooting