Territory Planner
Sellmark · Condensed dataset (updated) · rebalance by group, state, map, or individual customer
Revenue basis
3-Yr Avg (2026 annualized)
31-Mo Run-Rate
Reset all
Export mapping
Planner
Territory Map
Customers
● LIVE (shared)
✎ SANDBOX (just me)
Live
Editing as:
(set name)
Sandbox
— private to this browser; changes here never affect Live.
Copy Live → Sandbox
Bucket Totals
live
Assign Sales Groups
group wins; "By State" defers to state
Sales Group
Custs
Revenue
Bucket
Assign States
applies to "By State" customers
State
Custs
Revenue
By-State
Bucket
Breakdown Detail
By Bucket
By Sales Group
By State
US Territory Map
click a state to set its bucket
Color by
State Revenue (heat)
Assigned Bucket
Basis:
Moving a state reassigns its "By State" customers (pinned groups & per-customer overrides still win).
Bucket Totals
Bucket Totals
updates as you override customers
All Customers
set an individual customer's bucket; overrides beat group & state
Show
All
Overridden only
Excluded only
Clear overrides
Customer #
Name
Sales Group
State
Revenue
Default
Assigned (override)
Status
Territory Planner
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