> ## 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.

# Territory Analytics

> How to access and configure territory analytics and reporting

## Prerequisites

<Note>
  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)
</Note>

## 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. $500M–$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:

<Steps>
  <Step title="Navigate to the Companies tab">
    Open the Companies tab in your territory.
  </Step>

  <Step title="Export">
    Use the export action to download territory data. Exports include all visible columns and account data.
  </Step>
</Steps>

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:**

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

## 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 |