---
title: "Example: Compare territory balance in Reporting (Beta)"
slug: "example-compare-territory-balance-in-reporting-beta"
description: "How do I compare account count and revenue across territories to check territory balance in Fullcast Reporting (Beta)?"
tags: ["reporting beta", "example", "territory balance", "Territories", "revops admin", "territory planner"]
status: "update"
updated: 2026-11-14T20:32:17Z
published: 2026-11-14T20:32:17Z
canonical: "support.fullcast.com/example-compare-territory-balance-in-reporting-beta"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Example: Compare territory balance in Reporting (Beta)

> [!NOTE]
> 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)](/plan-and-pay/docs/build-a-dataset-in-reporting-beta) and [Build and save a report in Reporting (Beta)](/plan-and-pay/docs/build-and-save-a-report-in-reporting-beta).

## Build the balance report

1. From the top navigation bar, click **Reports** (**BETA**).
2. Click **Add New** > **Report**.
3. 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.
4. 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.
5. Click **Continue to report builder**.
6. Drag **Territory name** onto **VIEW BY**.
7. Drag **Account Name** onto **METRICS**. It totals as a count of accounts.
8. Drag your annual revenue field, such as **AnnualRevenue**, onto **METRICS**. It totals as a sum.
9. From **REPORT TYPE**, select **Summary table** to read exact values, or **Bar chart** to compare at a glance.
10. 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)](/plan-and-pay/docs/build-and-save-a-report-in-reporting-beta).
- To find territories with no one assigned, refer to [Example: Find coverage gaps in Reporting (Beta)](/plan-and-pay/docs/example-find-coverage-gaps-in-reporting-beta).

## Related

- [Build a dataset in Reporting (Beta)](/build-a-dataset-in-reporting-beta.md)
- [Build and save a report in Reporting (Beta)](/build-and-save-a-report-in-reporting-beta.md)
- [Example: Find coverage gaps in Reporting (Beta)](/example-find-coverage-gaps-in-reporting-beta.md)