> ## 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 Management

> Create, configure, and manage territories  -  the containers that hold your accounts, filters, and go-to-market logic.

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.

## Key Capabilities

<CardGroup cols={2}>
  <Card title="Territory Lifecycle" icon="rotate">
    Build territories from scratch or clone existing ones to model alternatives. Configure territory-specific settings and manage structure as your GTM strategy evolves.
  </Card>

  <Card title="Account Assignment" icon="plus-circle">
    Add accounts manually, in bulk, or via CSV import. Remove accounts individually or in batches. Drill into per-account details within each territory.
  </Card>

  <Card title="Filtering & Segmentation" icon="filter">
    Define filters to automatically include accounts based on criteria. Apply dynamic filters to keep territory membership current.
  </Card>

  <Card title="Technology Associations" icon="microchip">
    Track specific technologies within a territory. Technology associations feed into scoring and enrichment rules.
  </Card>
</CardGroup>

## 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:

| Column            | What it shows                                            |
| ----------------- | -------------------------------------------------------- |
| **PG:AI Score**   | The overall account score. Higher = stronger fit.        |
| **Score badge**   | High / Medium / Low  -  colour-coded for quick scanning. |
| **Sentiment**     | Positive / Neutral  -  directional indicator.            |
| **Revenue**       | Company revenue.                                         |
| **Employee Size** | Number of employees.                                     |
| **Industry**      | Industry classification.                                 |
| **Country**       | Account location.                                        |

Sort by PG:AI Score to see your best accounts at the top.

## Common Workflows

### Reviewing Your Territory

<Steps>
  <Step title="Open your territory">
    Navigate to the territory you want to review.
  </Step>

  <Step title="Sort by PG:AI Score">
    Sort descending to see the highest-scoring accounts first.
  </Step>

  <Step title="Scan score badges">
    How many High vs. Medium vs. Low? This gives you a quick health check.
  </Step>

  <Step title="Drill into accounts">
    Click into any account for the full profile  -  enrichment data, contacts, insights, jobs, and more.
  </Step>
</Steps>

<Tip>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.</Tip>

### Finding Accounts to Prioritise

<Steps>
  <Step title="Sort by score">
    Sort by PG:AI Score descending.
  </Step>

  <Step title="Filter for High accounts">
    Filter by score badge = High to see only the strongest accounts.
  </Step>

  <Step title="Review top accounts">
    Do the scores match your expectations?
  </Step>

  <Step title="Understand the drivers">
    For each high-scoring account, check what's driving the score: insight criteria, jobs, employee groups, tech stack.
  </Step>
</Steps>

### Checking What's Changed

<Steps>
  <Step title="Check new accounts">
    Look at recently added accounts (sort by date if available).
  </Step>

  <Step title="Review score movements">
    Check accounts whose scores have changed  -  have any moved from Medium to High or dropped from High to Medium?
  </Step>

  <Step title="Review sentiment">
    Check the sentiment column for directional shifts.
  </Step>
</Steps>

### Preparing for a Meeting

<Steps>
  <Step title="Find the account">
    Open the territory and find the account you're meeting with.
  </Step>

  <Step title="Open the account profile">
    Click into the account for the full view.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Prepare talking points">
    Use this context to prepare questions and talking points for the meeting.
  </Step>
</Steps>

## Working with the Companies Table

### 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."

### 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.

### Selecting and Acting on Accounts

* Select individual accounts or use bulk selection.
* Available actions may include: remove from territory, trigger enrichment, view profile, export.

## Navigating Between Territory Views

The top of the territory page has tabs:

| Tab           | Use it for                                                     |
| ------------- | -------------------------------------------------------------- |
| **Overview**  | Quick territory summary  -  key metrics and score distribution |
| **Companies** | Full account table  -  your main workspace                     |
| **Insights**  | Strategic insight scores across all territory accounts         |

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.

## Tips and Best Practices

<Tip>**Check your territory weekly**  -  scores and enrichment data update continuously. A weekly review catches changes early.</Tip>

<Note>**Use score badges for triage**  -  High = deep dive, Medium = watch and wait, Low = deprioritise unless something changes.</Note>

* **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.

## Related Modules

<CardGroup cols={3}>
  <Card title="Strategic Insights Scoring" icon="lightbulb" href="/territory/strategic-insights-scoring">
    Evaluate accounts within a territory against defined strategic topics.
  </Card>

  <Card title="Scoring Models" icon="chart-simple" href="/territory/scoring-models">
    Score and rank accounts within a territory.
  </Card>

  <Card title="Territory Enrichment" icon="database" href="/territory/territory-enrichment">
    Run enrichment scoped to a territory's accounts.
  </Card>

  <Card title="Territory Analytics" icon="chart-pie" href="/territory/territory-analytics">
    Report on territory performance and account activity.
  </Card>

  <Card title="Scenarios & Recommendations" icon="wand-magic-sparkles" href="/territory/scenarios-recommendations">
    Use territories as the basis for AI-powered planning.
  </Card>
</CardGroup>