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Territory Management Optimization

Automated territory assignment, rebalancing, and quota allocation based on market data and capacity

Complexity: Complex | Duration: 30m+ | Category: Business/Sales

Tags: territory-management sales-operations quota-planning optimization

Workflow Diagram​

Steps​

Step 1: Coverage analysis​

Agent: /analyze

coverage - Assess current territory assignments and gaps

Step 2: Market sizing​

Agent: data

analytics-agent - Calculate TAM/SAM by territory

Step 3: Capacity modeling​

Agent: territory

planning-agent - Evaluate rep capacity and workload

Step 4: Territory design​

Agent: /rebalance

territories - Optimize boundaries for equity and coverage

Step 5: Quota allocation​

Agent: /allocate

quotas - Distribute quotas based on opportunity

Step 6: Account assignment​

Agent: sales

operations-specialist - Reassign accounts per new territories

Step 7: Rollout communication​

Agent: /notify

sales-team - Communicate changes with context

Usage​

To execute this workflow:

/workflow business/sales/territory-management-optimization.workflow

See other workflows in this category for related automation patterns.