Territory-wise Sales
Overview
Below is a business-focused explanation of the report “Territory-wise Sales”, written for decision-makers and operational users of Dafater.
Territory-wise Sales
Module: Selling
Report Type: Management / Analytical Report
Based On: Sales Opportunities
What Business Information This Report Provides
The Territory-wise Sales report shows how sales opportunities are distributed and performing across different sales territories. It helps the business understand:
- Which geographic or market territories are generating more sales opportunities
- The potential revenue coming from each territory
- How balanced or imbalanced sales efforts are across regions
- Where sales teams are strong and where improvement is needed
In simple terms, it answers the question:
“Which territories are contributing the most to our sales pipeline?”
When and Why to Use This Report
When to Use
- During monthly or quarterly sales reviews
- While evaluating regional sales performance
- Before allocating sales targets or budgets
- When planning territory expansion or restructuring
- To monitor sales pipeline health across regions
Why to Use
- To ensure sales coverage is evenly distributed
- To identify high-performing and underperforming territories
- To support data-driven decisions for sales strategy and resource allocation
Key Columns and Their Business Meaning
Although exact columns may vary slightly, the report typically includes:
Territory
- The sales region or market segment (e.g., North Zone, South Region, Urban Market)
- Used to compare performance across geographic or logical business areas
Number of Opportunities
- Total sales opportunities generated in that territory
- Indicates sales activity and market engagement
Total Opportunity Value
- Combined expected value of all opportunities in the territory
- Represents potential revenue, not confirmed sales
Average Opportunity Value
- Average deal size in that territory
- Helps assess whether the region focuses on small-volume or high-value deals
Opportunity Status (if included)
- Shows how many opportunities are Open, Won, or Lost
- Helps assess conversion health by territory
Available Filters and Their Business Purpose
Territory
- Focus on one or more specific regions
- Useful for regional managers reviewing their own performance
Date Range
- Analyze opportunities created within a specific period
- Useful for monthly, quarterly, or yearly comparisons
Sales Person / Sales Team (if available)
- Evaluate individual or team contribution within territories
- Supports performance reviews and incentive planning
Opportunity Status
- View only open pipeline or include won/lost opportunities
- Useful for pipeline forecasting or performance analysis
How to Interpret the Results for Business Decisions
High Opportunity Value + High Count
- Territory is performing well
- Consider maintaining strategy or increasing investment
High Count + Low Value
- Many small deals
- Opportunity to upsell or focus on higher-value customers
Low Count + High Value
- Few but large deals
- Requires strong relationship management and deal support
Low Count + Low Value
- Underperforming territory
- May need marketing support, sales training, or strategy revision
Common Use Cases and Scenarios
Sales Performance Review
- Regional managers use the report to present territory performance in review meetings
Territory Planning
- Leadership uses insights to redesign territories or assign additional sales staff
Sales Target Setting
- Historical territory data helps set realistic and fair sales targets
Market Expansion Decisions
- Identifies territories with strong demand that may justify expansion
Sales Pipeline Monitoring
- Helps track whether each territory has enough opportunities to meet future revenue goals
Summary
The Territory-wise Sales report in Dafater is a powerful management tool that transforms sales opportunity data into clear regional insights. It supports smarter decisions around sales strategy, team performance, and market growth—ensuring the business focuses its efforts where they matter most.
Report Information
- Module: Selling
- Related DocType: Opportunity
- Report Type: Script Report
- Standard: Yes