Territory diagnosticSample report
Sample Manager, here’s what your team’s territory looks like.
Carolina Auto Parts
Sample Manager, your Carolinas team is putting in the miles — but a real chunk of it is going to the same accounts twice while $487K in pipeline sits without a touch.
47
accounts not visited in 90+ days
6 of them closed deals in 2024
183
missed prospects in your win profile
all within 30 miles of an existing customer
$487K
pipeline gone cold
14 deals, 3 reps, no activity in 60+ days
Charlotte
top gap metro
23 ICP-matching prospects last touched in 2023
Top gap metros
Ranked by combined stale-account + missed-prospect + cold-pipeline load.
| Metro | Stale | Missed | Cold pipeline |
|---|---|---|---|
| CharlotteNC | 14 | 23 | $188K |
| GreenvilleSC | 9 | 17 | $122K |
| RaleighNC | 11 | 12 | $84K |
Per-rep snapshot
- Marcus Whitfield
- 8 visits last week, 0 to prospects.
- Hasn't logged a new account since February.
- $142K in cold pipeline — most concentrated on one customer.
- Dana Reyes
- Strong activity — 14 visits last week, 4 to prospects.
- 5 follow-ups overdue, all 30+ days past committed date.
- Theo Park
- Charlotte metro coverage gap — 23 ICP prospects untouched.
- Last drive into Charlotte was 6 weeks ago.
- Priya Singh
- Closed 2 deals last month, both from referrals.
- Greenville rotation up to date.
- Wes Coleman
- Lowest visit count on the team (3 last week).
- Pipeline aging — 6 of 9 deals haven't moved in 45+ days.
- Lena Foster
- Raleigh territory in good shape — 11 stale, mostly low-value.
- Tagged 4 new prospects last week.
What we’d do next week
Send Theo into Charlotte. 23 ICP prospects there haven't been seen since 2023 — one focused day will move the needle more than another week of routine rotation. Pair Marcus with Dana for a half-day on overdue follow-ups; both have stale lists that compound the longer they sit. And give Wes a strategy reset — 3 visits a week with aging pipeline is a manager-intervention pattern, not a rep-effort problem.