Purpose:
To keep our agents informed of how the territory is preforming we have added the Territory Report feature.  This feature also allows users to monitor recent sales, historical predictive accuracy, estimated sales per year, number of Smart Leads within the territory, and more.

  1. Locate the 'Territories' module from the home-screen.
  2. Click on the 'View Territories' button within the module.
  3. Locate the specific territory you would like to get the report on.
  4. Click on the three line drop down menu to the far right of the territory ID.  The  three line drop down menu is located under 'Actions'.
  5. Select 'Territory Report'.

A territory report will populate in another tab.  You will be able to view predictive accuracy, total properties, average recent sales, Smart Leads, territory information, map, snapshot of recent sales, and predictive scoring.

Thank you for reading this article. We hope we were able to help!

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