Workflow · Sales and growth · Opening soon
Territory performance
Compare sales territories by revenue, deals won, and win rate against target this quarter. Use exported Salesforce targets and opportunities, then compare results to target.
Someone typed
“compare sales territories by revenue, deals won and win rate against target this quarter”
The agent read it as
Compare sales territories by revenue, deals won and win rate against target this quarter using Salesforce territory targets and Salesforce opportunities, with win rate as won deals divided by closed deals.
What the agent built
4 steps, each one an ordinary Mammoth step you can open and change.
File
Salesforce territory targets
CSV export · 8 rows
File
Salesforce opportunities
CSV export · 24 rows
Step
Keep this quarter’s targets
Step 1
Step
Total closed results by territory
Step 2
Join
Bring in territory results
8 of 8 paired
Step
Compare results with targets
Step 4
Result
Territory Target Comparison
8 rows
Schedule
Runs when you say
Proposed
- FileSalesforce territory targetsCSV export · 8 rows
- FileSalesforce opportunitiesCSV export · 24 rows
- StepKeep this quarter’s targetsStep 1
- StepTotal closed results by territoryStep 2
- JoinBring in territory results8 of 8 paired
- StepCompare results with targetsStep 4
- ResultTerritory Target Comparison8 rows
- ScheduleRuns when you sayProposed
Checked on the sample files: every step ran, 8 rows came out, and the join paired 8 of 8 rows.
- Download Salesforce territory targets sample (8 rows)Salesforce Reports: Territories > Quarterly Target Summary > Export Details
- Download Salesforce opportunities sample (24 rows)Salesforce Reports: Opportunities > Close Date This Quarter > Export Details
What you get back
The result of that run, the rows to look at first.
Territory Target ComparisonSample data8 rows
| Territory | Revenue | Revenue Target | Revenue Variance | Deals Won | Deals Won Variance | Win Rate | Win Rate Variance |
|---|---|---|---|---|---|---|---|
| North | 210,000 | 250,000 | -40,000 | 2 | 0 | 1 | 0.3 |
| South | 80,000 | 220,000 | -140,000 | 1 | -1 | 0.5 | -0.2 |
| East | 165,000 | 200,000 | -35,000 | 2 | 0 | 1 | 0.3 |
| West | 65,000 | 240,000 | -175,000 | 1 | -1 | 0.5 | -0.2 |
| Central | 185,000 | 180,000 | 5,000 | 2 | 0 | 1 | 0.3 |
| Midwest | 165,000 | 210,000 | -45,000 | 2 | 0 | 1 | 0.3 |
| Northeast | 95,000 | 190,000 | -95,000 | 1 | -1 | 0.5 | -0.2 |
| Northwest | 130,000 | 160,000 | -30,000 | 2 | 0 | 1 | 0.3 |
How do you compare sales territories by revenue, deals won and win rate against target this quarter?
Export this quarter’s territory targets and opportunities from Salesforce. Mammoth keeps this quarter’s targets, totals closed results by territory, brings in territory results, then compares results with targets. Win rate is calculated as won deals divided by closed deals.
How it works
How to use the Territory Target Comparison workflow
- 1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
- 2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
- 3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.
Territory Target Comparison: questions
What export should I use?
Use spreadsheet-style exports that contain the fields you need for the steps, such as territory, target, revenue, deal status and close date. If you need to compare against target, export the target data and the results data for the same period.
What happens to rows that do not match?
Rows that do not match the rules can be left out of the matched result or kept for review, depending on how you set the step. You can also review the unmatched rows and adjust the rules if needed.
How do I change the rules?
Change the rules in plain words, such as which rows to keep, how to group them, and which fields to compare. Then run the workflow again with the updated rules.
Get early access to this workflow
It will open already built and checked on the sample files. Swap in your own exports and see your result.
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