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
Inside Sales < $
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
Territory Reps & Export
name each territory's rep, then export the summary
Export territory summary (CSV)
Territory
Rep
Customers
Avg Sales
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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