Your first session in Territory Advisor

Your first session should help you understand the health of your territory model, not solve everything at once. Start broad, then narrow in on one problem area.

Step 1: Start with the health overview

Run an analysis of your territories first. This gives you a high-level summary of how your current structure is performing.

• Look for the overall health summary

• Review which territories appear most at risk

• Use the issue cards as your starting point

Step 2: Review the biggest issues first

Focus on the most urgent or highest-impact opportunities. Common examples include:

• Territories with low coverage

• Reps carrying too much work

• Places that appear closer to a neighboring territory

• Territories with high travel burden or scattered geography

Step 3: Drill into one territory

Choose one territory and inspect it closely using the chat, map, and table together.

• Chat helps you ask questions and generate recommendations

• Map shows geography, overlap, boundaries, and outliers

• Table shows the same issues in a structured format

Step 4: Ask focused questions

Short, direct prompts work best. Ask one question at a time.

Examples: “Analyze my territories.” “Focus on the worst territory.” “Which territories have coverage below 80%?” “Generate recommendations for territory North.”

Step 5: Review before you act

Before accepting any recommendation, check whether the result matches what you know about the business.

• Does the workload change make operational sense?

• Does the map preview reduce unnecessary travel?

• Would the change hurt a territory that is currently working well?

• Are there data issues that may be affecting the result?

Quick first-session checklist