Circle USP - Bulk Territory Assignment
Territory Management
Assignment Summary
Unassigned Accounts
2,847 accounts
Selected for Assignment
1,203 accounts
Active Representatives
8 available

Geographic Selection Criteria

Define geographic parameters for bulk territory assignment

Primary Geographic Filters
California
Nevada
Arizona
Oregon
Washington
Additional Criteria
Technology
Manufacturing
Healthcare
Financial Services
Professional Services

Territory Distribution Map

Visual representation of account distribution by territory

Los Angeles
487
San Francisco
312
San Jose
198
San Diego
156
Sacramento
89
Las Vegas
67
Oakland
45
Reno
23

Assignment Preview

Review accounts selected for bulk territory assignment

Accounts Ready for Assignment
1,203
847
California
356
Nevada
672
Technology
531
Manufacturing

Representative Assignment

Assign territories to sales representatives based on workload and expertise

Sarah Martinez
72% capacity
Los Angeles Orange County
Specializes in Technology sector
Current Accounts: 287
Michael Chen
65% capacity
San Francisco Oakland
Specializes in Manufacturing sector
Current Accounts: 234
Jessica Park
58% capacity
San Jose San Mateo
Specializes in Technology sector
Current Accounts: 198
David Rodriguez
81% capacity
San Diego Riverside
Specializes in Manufacturing sector
Current Accounts: 342