Get a report of all that's happening in your territories in seconds.
1. OPEN YOUR MAP
You can open your map by single clicking the name, double clicking anywhere on the row, or by single clicking on the row and clicking the "Open" button. If you don't have a map created, click on the "Add New Items" button. Then select, "New Map" and give it a name.
2. CLICK ON THE ADD MENU
Once you've opened your map, click on the "Add" menu in the top left corner of the screen.
3. CHOOSE "SELECT FROM LIST"
Once the "Add" menu is opened, hover over the "Territories" option. Then select the "Select from List" option to open the lightbox.
After clicking "OK", your territories will appear on the map. A folder will also appear in the left sidebar that will have a menu to give you more ways to customize your territories.
6. CLICK ON THE TERRITORY MENU AND SELECT "TERRITORY REPORT"
To access the territory menu, left or right click anywhere on the territory name, or hover over the row and click on the "Menu" button. Once the menu is opened, click on "Territory Report."
7. CUSTOMIZE REPORT
Once the report is open, you'll have two tabs. The "By Territory" tab will combine all the data for the locations in each territory. You can see the sum, average, max, and min for each column with quantitative data within each territory. The "By Location" tab will show you each location on the map and which territory it is located within. Click the "Download" button to export the data to a spreadsheet.
Watch a demo for more help on getting a snapshot of what's happening in your territories.
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