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Two short reports that find coverage gaps: territories that hold accounts but have no one assigned, and inactive people who still hold an assignment. Each one 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).
Find territories with no one assigned
This report lists every territory that holds accounts but has no assignment, with a count of the accounts in each.
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.
On the Territories card, click Add related data and select Assignments.
Set the join between the two cards to WITHOUT. The dataset now keeps only territories that have no matching assignment.
Click Continue to report builder.
Drag Territory name onto VIEW BY.
Drag Account Name onto METRICS. It totals as a count of accounts.
From REPORT TYPE, select Summary table, then click Run.
Each row is a territory with accounts and no one assigned. Your Unassigned territory shows up here too, because it holds leftover accounts by design. To hide it, open the Territories card and add a filter: Territory name does not equal Unassigned.
Find inactive people who still hold an assignment
This report lists every assignment held by someone who's inactive, so you can end it and reassign the territory.
Start a new report and click Territories.
On the Territories card, click Add related data and select Assignments. Leave the join set to with.
On the Assignments card, click Add related data and select Person.
Click the Assignments card and, under its filters, add Is inheritance is false. This keeps only the territory where each assignment was made, so a person assigned high in the hierarchy shows up once instead of on every territory below it.
Click the Person card and add the filter IsActive is false.
Click Continue to report builder.
From REPORT TYPE, select Detail rows.
Add Territory name, Person, Role, and End date, then click Run.
Each row is one assignment held by an inactive person. If the report comes back empty, nobody inactive holds an assignment in the part of the plan you can see.
Note
Placeholder people, such as to-be-hired seats, may have no value for IsActive, so they don't appear in this report.
Next steps
Save the report so you can rerun it each month. Refer to Build and save a report in Reporting (Beta).
To see how evenly accounts and revenue are spread across territories, refer to Example: Compare territory balance in Reporting (Beta).