---
schema_version: "1"
id: 294e9ba589029e57738efe7820e3b8d38c94555c50114495671c53e7e82477da
title: Measure Transfers of Unit Ownership
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_maintain_ownership_transfers.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_ownership_transfers.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 25f03f8d2b9386f5f97d4ea0a9dcb00479ebb25f817843ecea47850a12fcf63d
description: Identify accounts that transfer to new areas as a result of adjusting and optimizing territories in Territory Planning. Show the impact of transferred accounts on the new areas in terms of numeric attributes such as annual revenue and employees.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Measure Transfers of Unit Ownership

Identify accounts that transfer to new areas as a result of adjusting and optimizing territories in Territory Planning. Show the impact of transferred accounts on the new areas in terms of numeric attributes such as annual revenue and employees.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=sales.territory_planning_api_access.htm&amp;type=5&amp;language=en_US" target="_blank">Web Services API enabled</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d29165e77">User Permissions Needed</th>
          </tr>
        </thead>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d29165e77 ">To modify alignment options:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d29165e77 ">
              <p>Sales Planning Ops Analyst permission set</p>
              <p>AND</p>
              <p>Query for Datapipelines User for Sales Planning permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">SF Maps Territory Planning for Sales Planning permission set</p>
            </td>

          </tr>
        </tbody>
      </table>

1. Open an alignment and set the focus.
2. Create a calculated attribute for incoming units to territories. To help with your planning efforts, create other calculated attributes such as revenue for those incoming units.
    
    ![Calculated attributes for measuring incoming units to a new territory](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/territory_planning_metrics_calculated_attributes.png)
    
    This example compares original with proposed assignment values. When assignments change, Territory Planning displays the value 1.
3. Add columns for the calculated attributes to the legend.
4. Optimize the alignment or assign units to another area. Calculated attributes that reference special attribute fields can’t be included in optimization.
    
    ![Summary of calculated attributs for incoming units and revenue](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/territory_planning_metrics_calculated_attributes_result.png)
    
    The original assignments appear next to the proposed incoming unit assignments and the revenue that they represent.