Quarterly Territory Sales Performance Review

Comprehensive analysis of territory performance across key sales metrics including revenue achievement, deal velocity, product mix, and pipeline health to identify opportunities and risks.

Report Objective

Track and analyze sales performance across territories to identify trends, opportunities, and risks. Focus on revenue achievement, win rates, product mix, and pipeline health to support strategic territory management and resource allocation decisions.

Territory Revenue Performance

Bar chart showing revenue by territory with quarter-over-quarter comparison

Questions to Consider:

NortheastSoutheastMidwestSouthwestWestNortheastSoutheastMidwestSouthwestWestNortheastSoutheastMidwestSouthwestWestNortheastSoutheastMidwestSouthwestWestNortheastSoutheastMidwestSouthwestWestNortheastSoutheastMidwestSouthwestWestNortheastSoutheastMidwestSouthwestWestNortheastSoutheastMidwestSouthwestWestNortheastSoutheastMidwestSouthwestWestNortheastSoutheastMidwestSouthwestWestNortheastSoutheastMidwestSouthwestWestNortheastSoutheastMidwestSouthwestWestNortheastSoutheastMidwestSouthwestWestNortheastSoutheastMidwestSouthwestWestNortheastSoutheastMidwestSouthwestWestNortheastSoutheastMidwestSouthwestWestNortheastSoutheastMidwestSouthwestWestNortheastSoutheastMidwestSouthwestWestNortheastSoutheastMidwestSouthwestWestNortheastSoutheastMidwestSouthwestWestterritory$0$200,000$400,000$600,000$800,000$1,000,000sum(revenue)sum(revenue)How is Revenue Distributed Across Territories?Northeast and West regions leading revenue generation with over $2M each

  • Which territories show the strongest year-over-year growth?

  • Are there territories consistently underperforming their targets?

  • How does territory revenue align with market potential?

Deal Success Metrics

Scatter plot comparing win rates and deal volumes across territories

Questions to Consider:

  • Which territories have the best combination of volume and win rate?

  • Are there territories that need sales effectiveness training?

  • How do deal volumes correlate with win rates?

40%60%80%100%120%sum(win_rate)50100150200250sum(deals_closed)NortheastSoutheastMidwestSouthwestWestHow Do Win Rates Compare Across Territories?Midwest shows highest win rate at 45% with strong deal volume

Product Mix Analysis

Bar chart showing product category revenue share by territory

Questions to Consider:

NortheastSoutheastMidwestSouthwestWestterritory0%100%200%300%400%sum(revenue_share)PrintersComputersFurnitureSuppliesWorkstationsWhat is the Product Mix Distribution by Territory?Significant variation in product focus across regions

  • Which territories have the most balanced product mix?

  • Are there opportunities to expand certain product categories?

  • How does product mix align with territory strategy?

Pipeline Health

Line chart tracking pipeline value and average deal size trends

Questions to Consider:

  • Which territories show concerning pipeline trends?

  • How does pipeline coverage vary by territory?

  • Are there seasonal patterns in pipeline development?

Feb 2024Mar 2024Apr 2024quarter_date$1,600,000$1,800,000$2,000,000$2,200,000sum(pipeline_value) vs. territorysum(pipeline_value)territoryHow is Pipeline Value Trending Across Territories?Pipeline showing healthy growth in most territories