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Territory Management is the foundation of PG:AI Territory. A territory is a first-class entity - you create it, give it a name and settings, and populate it with accounts. Each territory has its own settings, filters, and technology associations. Every other module operates on territories: scoring models score the accounts within them, insight criteria evaluate them, enrichment runs against them, and analytics report on them.

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Key Capabilities

Territory Lifecycle

Build territories from scratch or clone existing ones to model alternatives. Configure territory-specific settings and manage structure as your GTM strategy evolves.

Account Assignment

Add accounts manually, in bulk, or via CSV import. Remove accounts individually or in batches. Drill into per-account details within each territory.

Filtering & Segmentation

Define filters to automatically include accounts based on criteria. Apply dynamic filters to keep territory membership current.

Technology Associations

Track specific technologies within a territory. Technology associations feed into scoring and enrichment rules.

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Your Territory at a Glance

When you open a territory, you land on the Companies tab - a table of every account in the territory. This is your primary workspace. Each row is an account. Key columns at a glance: Sort by PG:AI Score to see your best accounts at the top.

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Common Workflows

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Reviewing Your Territory

1

Open your territory

Navigate to the territory you want to review.
2

Sort by PG:AI Score

Sort descending to see the highest-scoring accounts first.
3

Scan score badges

How many High vs. Medium vs. Low? This gives you a quick health check.
4

Drill into accounts

Click into any account for the full profile - enrichment data, contacts, insights, jobs, and more.
If most accounts show 50.00 with a Medium badge, the scoring model may not be configured yet or enrichment hasn’t run. Check Territory Settings.

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Finding Accounts to Prioritise

1

Sort by score

Sort by PG:AI Score descending.
2

Filter for High accounts

Filter by score badge = High to see only the strongest accounts.
3

Review top accounts

Do the scores match your expectations?
4

Understand the drivers

For each high-scoring account, check what’s driving the score: insight criteria, jobs, employee groups, tech stack.

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Checking What’s Changed

1

Check new accounts

Look at recently added accounts (sort by date if available).
2

Review score movements

Check accounts whose scores have changed - have any moved from Medium to High or dropped from High to Medium?
3

Review sentiment

Check the sentiment column for directional shifts.

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Preparing for a Meeting

1

Find the account

Open the territory and find the account you’re meeting with.
2

Open the account profile

Click into the account for the full view.
3

Review key data points

Check: PG:AI Score, insight scores (which strategic topics they align with), jobs (what they’re hiring for), contacts (who to talk to), and any custom column data.
4

Prepare talking points

Use this context to prepare questions and talking points for the meeting.

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Working with the Companies Table

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Sorting and Filtering

  • Click any column header to sort ascending/descending.
  • Use the filter icon to narrow by industry, country, revenue range, employee size, score band, or any other column.
  • Filters are useful for focusing on a segment: “Show me all High-scoring accounts in the UK with 500+ employees.”

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Customising Columns

The table can show more than the default columns. Additional columns may include:
  • Enriched data columns (tech stack, jobs, employee groups)
  • Custom columns (any custom fields you’ve created)
  • Insight scores (strategic criteria scores)
Use the column selector to show or hide columns based on what you need.

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Selecting and Acting on Accounts

  • Select individual accounts or use bulk selection.
  • Available actions may include: remove from territory, trigger enrichment, view profile, export.
The top of the territory page has tabs: Switch tabs depending on what you’re doing:
  • Overview for a health check.
  • Companies for day-to-day account work.
  • Insights for understanding which strategic themes your territory aligns with.

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Tips and Best Practices

Check your territory weekly - scores and enrichment data update continuously. A weekly review catches changes early.
Use score badges for triage - High = deep dive, Medium = watch and wait, Low = deprioritise unless something changes.
  • Combine score with context - a high score is a signal, not a guarantee. Click into the account and understand what’s driving it.
  • Export before QBRs - download the territory data for offline review and sharing with leadership.
  • Favourite your key accounts - bookmark or star the accounts you’re actively working so they’re easy to find.

Strategic Insights Scoring

Evaluate accounts within a territory against defined strategic topics.

Scoring Models

Score and rank accounts within a territory.

Territory Enrichment

Run enrichment scoped to a territory’s accounts.

Territory Analytics

Report on territory performance and account activity.

Scenarios & Recommendations

Use territories as the basis for AI-powered planning.