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Territory Analytics provides a unified view of territory health - built directly on top of Territory Management, Scoring Models, Criteria, Enrichment, and the intelligence layer. It shows score distributions, segment breakdowns, geographic maps, activity tracking, and exportable reports. Analytics update in real time as underlying data changes, so you’re always working with the latest picture.

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Key Capabilities

Summary & Aggregation

Territory-level analytics dashboard with key metrics. Account aggregates by industry, size, score band, and more. Insight score aggregations across territory accounts.

Geographic Views

Map view showing account distribution by location. Spot coverage gaps and geographic concentration.

Activity & Engagement

Track platform activity per territory - which accounts are being viewed and researched. Monitor active vs. inactive accounts. See which accounts have been added recently.

Tracking & Export

Detailed account-level tracking with full context. Export territory data for QBRs, leadership reviews, or offline analysis.

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What Territory Analytics Provides

Analytics gives you the big picture. While the Companies table shows account-level detail, analytics shows you patterns, distributions, and trends across the whole territory:
  • How are scores distributed? Is the territory healthy or flat?
  • Which industries or segments are strongest?
  • How has the territory changed over time?
  • Where are the gaps in coverage?
This is the view you use for territory reviews, QBRs, and strategic planning.

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Key Metrics and Views

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Score Distribution

See how accounts are spread across score bands:
  • A healthy territory has a clear spread - some Highs, a solid middle, and a long tail of Lows.
  • A flat territory (everything clustered at Medium) suggests the scoring model needs tuning or enrichment gaps exist.
  • A top-heavy territory (lots of Highs) is either very well-targeted or the thresholds are too generous.

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Segment Breakdown

Analytics can break down your territory by:
  • Industry - which industries have the best-scoring accounts?
  • Company size - are you strongest with mid-market, enterprise, or SMB?
  • Geography - which regions have the most opportunity?
  • Score band - how many accounts in each tier?

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Trend Analysis

If historical data is available:
  • How have scores changed over time?
  • Is the territory improving (more Highs) or deteriorating (more Lows)?
  • Are new accounts being added faster than old ones are declining?

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Common Workflows

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Monthly Territory Health Check

1

Open Territory Analytics

Navigate to the analytics view for your territory.
2

Review score distribution

Is it broadly the same as last month, or have there been shifts?
3

Check the High-count trend

Are you gaining or losing top-tier accounts?
4

Identify declining segments

Look for segments that are declining - investigate why.
5

Document findings

Record your findings for your manager or the team.

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Preparing for a QBR

1

Open Territory Analytics

Navigate to the analytics view.
2

Export key visualisations

Export or screenshot the key views: score distribution, segment breakdown, trend charts.
3

Pull headline numbers

Total accounts, % High, % Medium, top industries, top segments.
4

Prepare talking points

“Territory is 15% High, up from 12% last quarter. Growth driven by financial services segment.”
5

Use scenarios to propose changes

“If we add 20 more accounts from target list, projected score distribution shifts to…”

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Identifying Coverage Gaps

1

Review segment breakdown by industry

Look at how accounts are distributed across industries.
2

Spot gaps

If your ICP includes Healthcare but your territory has very few Healthcare accounts (or they all score Low), that’s a coverage gap.
3

Investigate root causes

Are the right accounts in the territory? Is the scoring model configured to value Healthcare-relevant signals?
4

Take action

Use this insight to request territory adjustments or scoring model changes.

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Comparing Territories

If you manage multiple territories or are benchmarking:
1

Run analytics on each territory

Open analytics for each territory you want to compare.
2

Compare key metrics

Which territory has the best score distribution? The highest % of Highs?
3

Identify differences

Look at what’s different - scoring model? Account mix? Enrichment coverage?
4

Share best practices

Apply lessons from high-performing territories to others.

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Reading Analytics Charts

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Score Distribution Chart

  • X-axis: Score ranges (0–20, 20–40, 40–60, 60–80, 80–100)
  • Y-axis: Number of accounts
  • Ideal shape: Right-skewed bell curve - most accounts in the middle, a meaningful tail on the right (high scores)
  • Warning shape: Spike at one score - usually means enrichment or scoring hasn’t fully processed

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Segment Pie/Bar Charts

  • Show account counts or percentages by category (industry, size, geography).
  • Use these to answer: “What does my territory look like?” and “Where is it concentrated?”

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Tips and Best Practices

Review analytics before acting, not just after - use analytics to decide what to do, not just to report on what happened.
Trend matters more than snapshot - a territory with 10% Highs that was at 5% last quarter is healthier than one with 15% Highs that’s declining from 20%.
  • Combine analytics with qualitative context - the numbers say “Healthcare accounts score low.” You might know that’s because the scoring model doesn’t weight healthcare-relevant criteria. Fix the model, don’t ignore the segment.
  • Share analytics with the team - make territory health visible. When the whole team can see the score distribution and trends, decisions are better informed.
  • Set benchmarks - define what “good” looks like for your territory (e.g., “at least 20% High, average score above 55”) and track against it.

Territory Management

Analytics operate on the accounts and structure defined in Territory Management.

Scoring Models

Scoring results are a primary data source for analytics.

Strategic Insights Scoring

Insight scores aggregate into analytics views.

Territory Enrichment

Enrichment coverage and completeness surface in analytics.

Scenarios & Recommendations

Use analytics to guide scenario planning.