Territory Intelligence Module

From account list to quota math to a monthly call wave

Territory planning that works: ranked accounts, honest quota math, timed buying signals, and a monthly call wave — with machine-checked weekly briefs.

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A territory plan you can actually execute

Most territory tools stop at coloured maps and static assignments. SalesDots Territory Intelligence adds the working layer: it scores and ranks the accounts, does the quota arithmetic honestly, watches for dated buying signals, and turns all of it into a monthly wave of calls a team can really make.

1

Ranked Portfolio, Human in Charge

Accounts are scored on weighted dimensions and ranked category-first. AI-suggested scores appear as suggestions you accept or override with one click — your judgment always outranks the machine's.

2

Quota Math Without Wishful Thinking

Build quota from deal mix: your offerings, typical deal size, and win rate. The model shows two honest numbers — target coverage and the pipeline you actually need — live, as you type. Run scenarios side by side.

3

Signals With Dates, Not Vibes

Contract expiries, predicted re-tenders, and regulatory deadlines land on one calendar, each with a sales window computed from your sales cycle — so outreach starts while it can still matter.

The working layer on top of the map

Portfolio Scoring & Ranking

Weighted scoring models with category boosts and transparent subscores. Suggested values are visually distinct from confirmed ones, and a manual override always wins.

Quota Models & Scenarios

Coverage percentage and required pipeline, with the ratio behind them explained — broken down per offering line, recalculated on every keystroke.

Signals & Regulatory Calendar

One timeline of regulation enforcement dates showing which accounts each framework touches, alongside contract-expiry estimates and re-tender predictions from public procurement.

Monthly Waves

A ranked call list built from score, relationship warmth, a dated signal in its window, and a play you can actually sell — capped to an executable size. Your edits survive every rebuild.

Weekly Briefs With Verified Numbers

A territory brief whose every figure is machine-checked against the underlying data before it reaches you — and available to Luna, the embedded copilot.

Import Without Silent Losses

Paste accounts straight from a spreadsheet. Companies resolve by official identifiers, and every input row's outcome is accounted for — nothing disappears quietly.

A guided path, not a dashboard maze

1

Load the Accounts

Import from a spreadsheet or assign by rules. A step-by-step strip shows exactly where the territory stands and what to do next.

2

Score, Categorize, Set Quota

Accept or override the suggested scores, categorize the portfolio, and build the quota model from your real offerings and win rates.

3

Work the Waves

Each month a ranked, signal-backed call list; each week a brief with verified numbers. The team executes instead of re-planning.

Key Benefits

Every account ranked, with your judgment on top
Coverage and required pipeline — two honest numbers, live
Buying signals carry dates and sales windows
Regulation deadlines mapped to affected accounts
Monthly wave capped to what a team can execute
Human edits survive every rebuild
Weekly brief numbers machine-verified
Import accounts with zero silent losses

Frequently Asked Questions

What is territory intelligence?

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Territory intelligence is the discipline of turning a set of accounts into an executable plan: who is in the territory, how they rank, what quota is realistic, and who to call this month. SalesDots implements it as a working layer — scoring, quota math, timed signals, and monthly call waves — on top of territory assignment and mapping.

How is the account ranking built?

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Each account is scored on weighted dimensions with category boosts, and ranked category-first. The system proposes subscores; you accept or override them with one click, and a manual override always beats the suggestion. The ranking is transparent — you can see every component of every score.

How does the quota model work?

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You build quota from deal mix: pick offerings, set typical deal size and win rate per line, and the model computes target coverage and the pipeline actually required — including the coverage ratio behind the number. Scenarios sit side by side, and the math updates live as you type.

What qualifies an account for the monthly wave?

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Hard requirements, not vibes: a dated signal inside its sales window — a contract expiry, a predicted re-tender, or a regulatory deadline — and a play you can actually sell, based on your confirmed offerings. Ranking then orders candidates by score and relationship warmth. The wave is capped to what a team can execute, and your manual edits survive every rebuild.

Can I trust the numbers in the weekly brief?

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Yes — that is the point. Every numeric claim in the brief is validated against the machine-computed facts before it reaches you; anything that cannot be verified is replaced with the deterministic figures. The brief carries a verified-numbers badge, and Luna can read it on demand.

How do accounts get into a territory?

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Three ways: paste from a spreadsheet — companies resolve by official identifiers and every row's outcome is reported; assignment rules; or manual assignment. Imports are accounted for line by line, so nothing is lost silently.

Ready to transform your sales process?

Join the waitlist and be among the first to experience Territory Intelligence.

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