Distributing Units Based on Your Company’s Metrics
Determine the value of accounts and reveal potential opportunities when you create
formulas to better evaluate and customize the makeup of your territories. Weigh and compare
accounts based on metrics that align with business priorities in Territory Planning. Then,
distribute units based on your metrics and formulas during optimization.
Required Editions
Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with Web Services API enabled
Considerations, Guidelines, and Examples for Calculating Metrics Consider formula logic and level when you calculate attributes in Territory Planning. The same attribute can produce different results depending on where it’s calculated. Put real-world examples into action when you tailor them to address your specific business requirements.
Assign Units to Territories Based on Metrics Maximize your company’s unique products and services when you incorporate attributes into unit formulas in Territory Planning. Analyze territories using metrics that, for example, combine and weight fields so you can prioritize sales of one product over another. Then use those numbers to inform your sales plan and assign accounts to territories.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
