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Report on Summarizable Account Fields by Territory
Gauge territory size by reporting on summarizable account data, such as annual revenue or number of employees.
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 |
| User Permissions Needed | |
|---|---|
| To run reports: | Run Reports |
| To schedule reports: | Schedule Reports |
| To create, edit, and delete reports: | AND |
- Make sure that you have a custom report type that links the Accounts and Territories objects. Specify that the Accounts object must have at least one Territory object record, and make all fields on these objects available for reporting.
- Click the Reports tab, and then click New Report.
- From the Territory Management category, select the custom report type created for this report, and then click Continue (Lightning Experience) or Create (Salesforce Classic).
- If you’re using Salesforce Classic, select Matrix Format for the report.
- Create a row grouping by using the Label field from the Territories field list.
- Create a row grouping by using the Account Name field from the Accounts field list.
- From the Accounts field list, add summarizable fields, such as Annual Revenue and Employees, to show those totals, and then summarize by Sum.
- (Optional) Filter the report results. From the Show Me (Lightning Experience) or Show (Salesforce Classic) field, to filter by account ownership, select My accounts, My team’s accounts, or My territory teams’ accounts. To filter by user territory assignment, select My territories’ accounts.
- Add any other fields you find useful for this report.
- Run the report and make sure it shows the data and the arrangement that you want.
- Save the report.
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