Early access feature
This feature is currently available for early access. Contact your CSM for more information.
A short report that compares account count and annual revenue across territories, so you can spot a territory that's drifted out of balance. It builds on a dataset and a report, so start with those articles if you're new to Reporting (Beta).
Before you begin
You know how to build a dataset and a report. Refer to Build a dataset in Reporting (Beta) and Build and save a report in Reporting (Beta).
Build the balance report
From the top navigation bar, click Reports (BETA).
Click Add New > Report.
Under Start with what each row of your dataset should be, click Territories. Account fields come with this starting point, so you don't need to add related data.
Click the Territories card and add a filter: Territory name does not equal Unassigned. The Unassigned territory holds leftover accounts by design and would skew the comparison.
Click Continue to report builder.
Drag Territory name onto VIEW BY.
Drag Account Name onto METRICS. It totals as a count of accounts.
Drag your annual revenue field, such as AnnualRevenue, onto METRICS. It totals as a sum.
From REPORT TYPE, select Summary table to read exact values, or Bar chart to compare at a glance.
Click Run.
Each row is a territory that holds accounts, with its account count and total revenue.
Read the balance
Spread: compare the highest and lowest territory on each measure. A wide gap means some territories carry much more than others.
Outliers: look for one territory far from the rest. A territory with a revenue total far above its account count is usually a few very large accounts or a data issue, not a balancing problem. Check the accounts before you move anything.
To compare other measures, swap the fields on METRICS and click Run again. Use the fields your territories were balanced on, so the report answers the question your plan was built around.
Next steps
Save the report, then use the hierarchy on the left of the saved report to focus on one part of your plan. Refer to Build and save a report in Reporting (Beta).
To find territories with no one assigned, refer to Example: Find coverage gaps in Reporting (Beta).