Intro – Territory #
A sales territory is a specific geographic area that a salesperson or sales team is responsible for. For market groups that aren’t based on geography, you can use our “Segments” app. You can assign sales reps or teams to a territory, and you must assign customers to these territories for accurate commission tracking and sales analysis.
Create a New Territory #
- Go to Sales Performance on the left sidebar, and select Territory
- Click Add New button.
- Fill in the following fields
- Territory Name: Enter a unique territory’s name. It is up to 30 characters.
- Sales Rep: Select sales rep who will oversee this territory.
- Sales Team: You may assign sales team to the territory instead of sales rep.
- Memo: if any.
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- Click Save button
Assign Customer to Territory #
- Go to Sales Performance on the left sidebar, and select Territory
- Click Set Customer’s Territory button.
- On the customer territory page, you’ll see a list of all your customers, along with a territory column. Assign the appropriate territory to each customer individually.
- Click Save button
How do we pay commissions based on sales performance in a specific territory? #
- Make sure that sales territories have been created and customers have been assigned to the territory.
- Go to Sales Performance on the left sidebar and select Commission Plan.
- Click Add New button.
- Enter plan name and its active time frame.
- Commission method can be either percentage or tier commission. Assume that we choose percentage commission method.
- Select plan type to ‘Specific‘.
- In the territory dropdown, select the target territory, for example East.
- In ‘Percentage’ tab, enter commission rate and its base (gross sales, net sales or gross profit).
- In ‘Assign To’ tab, select sales rep or team who will oversee this territory.
- Click Save button
