Sales Features Supported by Territories

You use territories to support other areas in sales.

• Forecasting

  Sales Forecasting in Redwood UX makes it possible to forecast on territories assigned to product items in opportunities. The forecast is rolled up the management chain using the territory hierarchy.

• Intelligent Product Picker

  The product list in opportunities or leads automatically applies filters to only show those products that are defined in the coverage of the salesperson's territory.

• Business Intelligence

  Use the territory hierarchy and territory team in reporting and analytics. The territory hierarchy can be a dimension to aggregate data in building reports and key performance indicators.