---
title: "Manage saved views in a territory plan"
slug: "manage-saved-views-in-territory-plan"
description: "Create, edit, or delete saved views in a territory plan. "
updated: 2025-10-15T20:35:41Z
published: 2025-10-15T20:35:41Z
---

> ## 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.

# Manage saved views in a territory plan

A saved view is a reusable configuration of the data grid that includes a specific set of columns, filters, column groupings, and pinned metrics. Use saved views to streamline common tasks.

## Save view configuration

- **Columns:** the specific [data columns](/v1/docs/how-to-use-column-chooser) displayed in the grid.
- **Filters:** the [filter criteria](/v1/docs/filtering-in-the-grid) applied to the data to show a specific subset of records.
- **Column groupings:**any [columns pulled into the header bar](/v1/docs/grouping-data-in-the-grid) to display as groups, similar to a pivot table.
- **Pinned metrics:**the five [key metrics displayed](/v1/docs/summary-metrics#add-metrics-to-the-summary-panel) at the top of the grid for a quick overview.

> [!NOTE]
> Note
> 
> The change state dropdown (Current, Proposed, Difference) is not saved as part of a view. If a specific state is critical for a task, include it in the saved view name. For example, **Data Quality - Missing Drivers (Current)**.
> 
> ![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image-1752593728819.png)

## **Create a saved view**

1. Go to **Territories** > **Manage Accounts**.
2. Configure the data grid by [setting your desired columns](/v1/docs/how-to-use-column-chooser), [filters](/v1/docs/filtering-in-the-grid), and [pinned metrics](/v1/docs/add-metrics-to-the-summary-panel).
3. Click **Actions**.
4. Select one of the following options:

Save ViewSave View As

Updates the currently loaded view with your changes. You must be the owner of the view to use this option.

1. Click **Save View**.

1. Creates an entirely new saved view with the current configuration. Click **Save View As**.
2. In the window complete the following fields:
  1. In the **Name field**, type a descriptive name for the view.
  2. Select the **Make this view available to other users** checkbox to allow other users to access the view.
3. Click **Save**.

## **Switch views**

1. Go to **Territories** > **Manage Accounts**.
2. **Actions** and select **Change View**.
3. From the list, select the view you want to load.

> [!NOTE]
> Note
> 
> The list includes all views you have created and any views that other users have made available.

## **Delete a view**

When you delete a saved view, it cannot be undone. You can only delete views that you own.

1. Go to **Territories** > **Manage Accounts**.
2. Click **Actions**.
3. Select **Change View**.
4. Find the view you want to delete.
5. Click the **Delete** next to the view name.
6. In the confirmation window, click **Delete**.

## **Common saved view examples**

The following are common tasks and recommended configurations for saved views.

****Monitor territory balance****

Regularly confirm that territories remain balanced after new account assignments and other changes have been committed.

| Columns | Filters | Metrics | Change State |
| --- | --- | --- | --- |
| Account Name Account ID Last Activity Date Status All columns used in territory rules | None. This view typically analyzes all accounts within one or more territories. | All metrics for territory balance (Number of Accounts, Total ARR, Open Pipeline). | Current |

****Review unassigned accounts****

Identify all accounts the rules engine could not assign to a territory, excluding known exceptions.

| Columns | Filters | Metrics | Change State |
| --- | --- | --- | --- |
| - **Account Name** - **Account ID** - **Current Node** - **Created Date** - **City, State, Zip** - **Industry** - **Company Size** - **Named Type** - **Account Status** | - `CurrentNode` `IS` `Unassigned` - `NamedType` `IS` `Blank` - `AccountStatus` `IS NOT` `Inactive` - `AccountStatus` `IS NOT` `ClosedLost` | - **Number of Accounts** - **Total ARR** | Current or Proposed, depending on your auto rerun rules settings. |

****Named account and exception review****

Provide a comprehensive list of all accounts manually assigned via the **Named Type** field to regularly validate these exceptions.

| Columns | Filters | Metrics | Change State |
| --- | --- | --- | --- |
| - **Account Name** - **Account ID** - **Owner** - **Current Node** - **Named Type** - **ARR** or **Potential Value** - **Last Activity Date** | - `NamedType` `IS NOT` `Blank` | - **Total ARR** - **Number of Accounts** - **Accounts with Recent Activity** - **Open Pipeline** - **New Pipeline Created** | Change between Current, Proposed, and Difference. |

****New account - successful assignment****

Monitor new accounts successfully assigned by the rules engine in the last seven days to ensure rules are working correctly.

| Columns | Filters | Metrics | Change State |
| --- | --- | --- | --- |
| - **Account Name** - **Created Date** - **Owner** - **Current Node** - **City, State** - **Industry** - **Company Size** | `CreatedDate IS IN Last 7 Days` `CurrentNode IS NOT Unassigned` `NamedType IS Blank` | - **Number of Accounts** - **Total ARR** - **Number of Accounts with Recent Activity** | Current or Proposed depending on your commit settings. |

****Proposed changes review****

Review and approve proposed territory changes, ensuring accounts are correctly assigned and balanced in the new plan.

| Columns | Filters | Metrics | Change State |
| --- | --- | --- | --- |
| - **Account Name** - **Account ID** - **Current Node** - **To Node** - **From Node** - **Proposed On** - **Proposed By** - **Proposed Change** - **Owner Modified D**ate | Configure filters as needed to narrow the review scope (`ProposedBy` or `ToNode`). | All metrics for territory balance (Number of Accounts, Total ARR, Open Pipeline). | Proposed |

****Recent commits****

Review accounts that have had their assignments committed within a recent timeframe to ensure changes were applied correctly.

| Columns | Filters | Metrics | Change State |
| --- | --- | --- | --- |
| - **Account Name** - **Account ID** - **Current Node** - **Committed On (Date)** | `CommittedOn` `IS IN` `Last 2 Days` (or other desired timeframe). | - Number of Accounts | Current |