Overview of Territory management app
The Territory management app is designed for enterprise organizations that operate across multiple regions, countries, or lines of business and require structured segmentation of business data.
Use the app to organize territories into hierarchical structures and associate business entities, such as accounts, leads, and opportunities, with territories at the lowest level of the hierarchy. This approach ensures consistent regional reporting and supports performance analysis at different levels of the organizational structure.
Territories can be organized into multiple levels, for example:
- global regions,
- regions,
- subregions,
- individual territories, such as cities or metropolitan areas.
Lowest level erritories are typically used to assign business records, such as accounts.
Download the app from the Creatio Marketplace.
The app includes built-in analytics for reviewing the distribution of accounts, pipelines, leads, and opportunities across territories. Portfolio managers and territory owners can review aggregated indicators and drill down to lower levels of the hierarchy when needed.
Metrics and indicators are aggregated recursively across the hierarchy. This enables analysis of business performance both at the territory level and across parent regions using the same data model.
The Territory management app is intended for organizations that manage large volumes of customer data, operate across complex geographic structures, or frequently reorganize territories.