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Preparing Sales Management for Territory Reporting
Unlock details about assignments for territories, accounts, opportunities, leads, and users when you create custom report types for Sales Territories. And help managers and other stakeholders identify territories without assignments or assignment rules.
Required Editions
| Available in: Salesforce Classic for some features and Lightning Experience for all features |
| Available in: Performance and Developer Editions and in Enterprise and Unlimited Editions with Sales |
Determine which custom report types can help your sales teams gain insight into the performance of their territories. Then from Setup, create those custom report types.
For Territories
| Report Type | A (Primary Object) | B (Related Object) | C (Related Object) and Details |
|---|---|---|---|
| Territories with assigned accounts | Territory Models | Territories | Territory-Assigned Records |
| Territories without assigned accounts | Territory Models | Territories | Territory-Assigned Records Select “B” records may or may not have related “C” records. |
| Territories with assigned users | Territory Models | Territories | Users |
| Territories without assigned users | Territory Models | Territories | Users Select “B” records may or may not have related “C” records. |
For Territory Assignment Rules
| Report Type | A (Primary Object) | B (Related Object) | C (Related Object) | D (Related Object) and Details |
|---|---|---|---|---|
| Territories with assignment rules | Territory Models | Territories | Object Territory Assignment Rules | Object Territory Assignment Rule Items |
| Territories without assignment rules | Territory Models | Territories | Object Territory Assignment Rules | Object Territory Assignment Rule Items Select “B” records may or may not have related “C” records. |
For Accounts
| Report Type | A (Primary Object) | B (Related Object) and Details |
|---|---|---|
| Account activities in territories | Accounts | Activities Select “A” records may or may not have related “B” records. Filter report by My Territories’ Opportunities or My Territory Team’s Opportunities. |
| Accounts assigned to territories | Accounts | Territories |
| Accounts not assigned to territories | Accounts | Territories Select “A” records may or may not have related “B” records. |
For Opportunities and Leads
| Report Type | A (Primary Object) and Details | B (Related Object) |
|---|---|---|
| Opportunities assigned to territories | Opportunities Filter report by Territory Name does not equal null. |
None |
| Opportunities not assigned to territories | Opportunities Filter report by Territory Name equals null. |
None |
| Leads assigned to territories | Leads | Territories |
For Users
| Report Type | A (Primary Object) | B (Related Object) and Details |
|---|---|---|
| Users assigned to territories | Users | Territories |
| Users not assigned to territories | Users | Territories Select “A” records may or may not have related “B” records. |
