Coverage reports assesses how effectively a team is engaged with its target market. Analyze data on customer segments, geographic territories, and sales activities to identify gaps, overlaps, and opportunities for improvement.
Design a coverage report
In the chart designer, select Coverage Report from the right menu.
In the Chart Title field, type a unique name for the chart.
Note
If you don’t provide a name, the chart will populate a name.
Configure the following fields:
Columns
Select people-based entities like assignments, people, roles, and territory that will display in columns on the table of the coverage report.
From the Entities menu on the left, search for dimensions and measures.
Drag and drop dimensions and measures to the Columns field.
Filters (optional)
Add criteria to customize the filters for the data.
From the Entities menu on the left, search for dimensions and measures.
Drag and drop dimensions and measures to the Filters field.
In the Operator field, select the condition to filter the data by.
In the Value field, add the value to filter the data by.
Click Plot.