Keep sales management and stakeholders informed about territory assignments for users, accounts, leads, and opportunities. Run reports using the custom report types that you create for Sales Territories.
Required Editions
| Available in: Salesforce Classic for some features and Lightning Experience for all features |
| Available in: Performance and Developer Editions and in Enterprise and Unlimited Editions with Sales |
- Preparing Sales Management for Territory Reporting
Unlock details about assignments for territories, accounts, opportunities, leads, and users when you create custom report types for Sales Territories. And help managers and other stakeholders identify territories without assignments or assignment rules. - Identify Accounts Assigned to Territories
Manage account assignments to sales territories when you report on which accounts include territory assignments. See which accounts belong to which territories. - Identify Territories Without Assigned Accounts
Manage account assignments to sales territories by reporting on which territory models’ territories don’t include assigned accounts. - Identify Users Not Assigned to Territories
Manage user assignments to sales territories by reporting on users not assigned to territories. - Identify Territories with Assigned Users
Manage user assignments to sales territories when you run reports that show which territory models’ territories include users assigned. See which assigned users belong to which territories. - Report on Summarizable Account Fields by Territory
Gauge territory size by reporting on summarizable account data, such as annual revenue or number of employees.