Real-Time Visibility

Territory Management & Optimization

Visualize account density, activity coverage, and revenue concentration on a color-coded map. Spot under-served areas and whitespace opportunities at a glance.

Try it yourself

Explore Territory Management in this interactive walkthrough. No login required.

Under-Served Area Detection

Heatmaps reveal cold zones where accounts have not been visited recently. Redirect rep effort to areas that need attention most.

Account Density Visualization

See where accounts cluster and where gaps exist. Use density data to rebalance territories and plan efficient route days.

Color-Coded Tiers

Layer tier, revenue, or custom field data onto the map. Instantly distinguish high-value accounts from long-tail prospects.

Export Capabilities

Export heatmap views as images or data files for presentations, territory planning sessions, or executive reviews.

How it works

1

Select a Territory

Choose a territory, region, or the entire org. The map loads all accounts with their current status and activity data.

2

Apply a Heatmap Layer

Toggle between activity frequency, revenue, account tier, or last-visit date. Colors shift from cool to hot based on your chosen metric.

3

Act on Insights

Click into cold zones to see which accounts need visits. Build a route directly from the heatmap or reassign accounts to nearby reps.

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