Trying to create a consolidated territory map with filters

  • 15 September 2023
  • 0 replies
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Hi!

 

I’m trying to create a birds eye view of my team’s sales territory. 

 

We will organize clients into four quadrants (2 axis chart)

 

I have 5 sales reps.

 

I would like all of our accounts/logos to be on the same view, but I’d like to be able to filter by sales rep.

 

So in the main view I’d like to be able to see all 250 accounts in our territory. And then when I activate a filter for “Bob’s clients”, I’d like to be able to remove all the accounts that don’t belong to him, so I can see his highest potential accounts, and his lowest potential. 

 

I’d like this filter to be one click of possible.

 

The best way I can think of is to use sticky notes and have tags on the sticky notes by the sales reps name, and then I can use the tag as a filter. 

 

Is there a better way.

 

Dino


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