Zoom 3 of 3 — line
Annual Territory Build
Analytical line · Sales · Territory & Quota Planning
Runs when: Runs analytical. Starts when a leader asks the question.
74
units a week
53%
touchless
8
stations
2.5d
timetable
3.1d
actual
+26%
vs timetable
Station walk
Every stage, who owns it, and what is sitting there
Each station names the agent that runs it and the layer it belongs to. more
- 01
Segment accounts
Workflowrun by Account Segmentation Agent
dwell 884msla 1768mqueued 4 - 02
Model capacity
Workflowrun by Capacity Model Agent
dwell 654msla 1249mqueued 7 - 03
Draft territories
Workflowrun by Quota Distribution Agent
dwell 680msla 1024mqueued 12 - 04
Balance load
Workflowrun by White Space Agent
dwell 545msla 923mqueued 21 - 05
Quota allocate
Workflowrun by Coverage Gap Agent
dwell 176msla 233mqueued 41 - 06
Leader review
Policyrun by VP Sales Strategy
Gate: Held for a named human when the unit exceeds the territory decision envelope, when confidence falls below the floor, or when a policy clause is engaged.
approver VP Sales Strategy
dwell 888msla 1284mqueued 2 - 07
Ratify
Policyrun by VP Sales Strategy
Gate: Held for a named human when the unit exceeds the territory decision envelope, when confidence falls below the floor, or when a policy clause is engaged.
approver VP Sales Strategy
dwell 478msla 691mqueued 6 - 08
Publish
AI GBS AI GBS depotrun by Account Segmentation Agent
dwell 390msla 799mqueued 31
Live trains on this line
3 units in motion right now
| Ref | Work | Held by | Value | Status | Age / SLA |
|---|---|---|---|---|---|
| SL1A-1004 | Territory at model capacity Kofi Adeyemi | Quota Policy Agent agent | $2.1m | In flight | 4h 8m / 20h 49m |
| SL1A-1012 | Territory at segment accounts Mei Lindqvist | Quota Distribution Agent agent | $2.3m | Evidence posted | 1d 2h / 1d 5h |
| SL1A-1014 | Territory at segment accounts Aaron Marchetti | Capacity Model Agent agent | $289k | In flight | 17h 5m / 1d 5h |