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Sales Analytics Spotlight: Territory Assignment

Webisode 4: Territory Assignment

A proactive vs. reactive approach to planning can be the key to whether a sales team is successful or not. Most sales teams do territory planning annually and rarely adjust those plans until it’s too late. Watch Webisode 4 of our Sales Analytics Spotlight to see how territory dashboards can help you understand sales reps at an individual level and drill down to the number of accounts, lifetime spend and current pipeline for each territory. You’ll learn how Tableau can help you stay ahead of the curve and adjust your business to:

  • Assign clear, balanced territories
  • Retain happy, motivated sales reps
  • Minimize account disruption
  • Monitor and adjust territories as needed

Download the Territory Assignment Workbook Stay tuned for new webisodes in our Sales Analytics Spotlight series, including:

About the speakers


Nate Vogel

Vice President, Worldwide Sales & Partner Readiness

Nate leads all internal, strategic readiness efforts for World-Wide Sales & Partners for Tableau. Nate and the Readiness team is responsible for the continuous transformation of the sales organization and our partners by providing and implementing sales training, coaching, on-boarding, content generation, metrics, e-learning, and technology along with the associated processes and systems to support.


Cheyenne Jasienski

Sales Operations Analyst

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