Sales territory planning demo

Active coverage by territory

Capacity review needed

Capacity: North 60 · Central 60 · South 40 points. Workload is an agreed planning weight, not a revenue forecast.

Change request TR-02

Move Beacon from North to Central for the November coverage edition.

North after change40 / 60 points

Central after change60 / 60 points

Beacon is a named account. Its owner change needs regional-manager approval before release.

Account register · active edition

Account	Account ID	Territory	Owner	Workload	Ownership rule

Prepare an account move

No move previewed. The active ownership register remains T-01.

Only sales operations may prepare a move. A preview does not change active account ownership.

Draft capacity check

Draft owner conflicts0

Named-account holdNo draft

Select a move to see its workload effect.

Handoff rules for this example

Territory changes take effect from the selected date. Account identity and activity history stay attached to the same account ID. Open opportunities, commission credit and visit schedules each require an explicit handoff policy before a real integration is scoped.

Ownership exception · Beacon

Prepare a move before requesting approval.

I have reviewed the outgoing and receiving owners and the effective date.Approval reason

Approval and release require the Regional manager role. Repeated approval or release leaves the edition unchanged.

Release readiness

Approved changes0

Released editionT-01

T-01 · current coverage

Six accounts · 120 workload points · one capacity exception

Reconcile the outgoing and receiving owners

An approved release will retain the prior territory edition and record the account ID, old territory, new territory, effective date and manager reason.

Territory coverage overview

Active coverage by territory

Change request TR-02

Account register · active edition

Prepare an account move

Draft capacity check

Handoff rules for this example

Ownership exception · Beacon

Release readiness

Reconcile the outgoing and receiving owners