NOTE: This is an Enterprise Feature, it is only available for users who have purchased our advanced territory features.
The compare tool allows you to compare your current territory alignment to the last saved version of your territory alignment. This lets you review the overall impact of your changes before saving the proposed changes.
- Select the hamburger icon and select Compare to last save
- The compare window will then open, displaying the current areas on the right and the last saved version of your areas on the left.
- You can zoom to areas of interest to view the geographical impact of your changes, with both sides of the comparison view synced
- Below the maps, the comparison table lists all territories affected by your realignment. It displays each territory’s previous and updated balance values
- You can switch to the Map & Chart view using the option in the top-left corner. This mode shows the affected territories as a bar chart, with a horizontal line indicating the average balance.
- Select Exit Compare to return to your territory alignment
