Sales Territory Plan Template
4-tab Google Sheets workbook for territory planning. Account segmentation, rep assignment, balance scoring, and coverage gap analysis.
Copy Google Sheets TemplateTemplate Structure: 4 Tabs
Account Master
Every account in your territory. Paste your Salesforce or CRM export here.
| Account Name | Address | City | State | Owner | Tier | ARR | Industry |
|---|---|---|---|---|---|---|---|
| Acme Corp | 123 Main St | Chicago | IL | Sarah | A | $150,000 | Manufacturing |
| TechCo Inc | 456 Oak Ave | Detroit | MI | James | B | $45,000 | Technology |
Rep Summary
One row per rep with rollup metrics. Formulas pull from Account Master automatically.
| Rep Name | Total Accounts | Total ARR | Tier A | Tier B | Tier C | States |
|---|---|---|---|---|---|---|
| Sarah | 87 | $1.2M | 12 | 35 | 40 | IL, IN |
| James | 92 | $980K | 8 | 42 | 42 | MI, OH |
Balance Scorecard
Scores each rep on 4 dimensions. Flags imbalances that need adjustment.
| Rep | Account Count | ARR Value | Tier Distribution | Geo Spread | Status |
|---|---|---|---|---|---|
| Sarah | Balanced | Balanced | Balanced | Balanced | OK |
| James | Heavy | Light | Balanced | Balanced | Review |
Coverage Gaps
Regions or segments with zero or minimal coverage. Feeds headcount conversations.
| Region/Segment | Account Count | ARR Potential | Assigned Rep | Priority |
|---|---|---|---|---|
| Wisconsin | 23 | $340K | Unassigned | Expand |
| Healthcare | 8 | $120K | Unassigned | Monitor |
Visualize Your Plan on a Map
See What the Spreadsheet Hides
A rep with 100 accounts across 4 states looks balanced in the scorecard but is operationally unworkable. The map reveals what numbers hide.
- 1.Split Account Master by rep into tabs: layer_Sarah, layer_James, layer_Maria
- 2.Set a different tab color for each rep
- 3.Open InstaMaps → all territories appear color-coded
- 4.See overlap, gaps, and geographic imbalances instantly
Each rep's territory appears as a different color on the map
Ready to Visualize Your Territories?
Pair this template with InstaMaps to see every territory color-coded on one map. Coverage gaps become visible in seconds.