Territory planning
The same £35M target, carved across five regions. Give a region more quota than its accounts can yield and the plan starts with a capacity problem. Drag a quota; the balance score, bars and ledger all move. Meridian is a made-up company and its capacity estimates are planning inputs. Copy link saves the carve to share.
5
Regions
25 reps · 11 open reqs
1,190
Accounts
£65M TAM
0.71
Balance score
▼ below 0.85 target
£7.0M
Avg quota
£35.0M capacity
Carve the quotas
Assigned quota per territory
How to read it: the score measures how evenly quota is spread against capacity. It does not judge the capacity forecast itself. Auto-rebalance preserves totals below £35M and resets any higher total to the £35M company target, then rounds each region to £0.05M.
Fig. 01 · winnable capacity vs assigned quota
Winnable capacityQuota (fits)Over-loaded quota▸ act on
Opportunity density · region × segment
Fig. 02 · where the untapped TAM sits
The cyan cell marks the largest pocket of opportunity. AMER-W × Enterprise holds the most uncovered TAM (~£8.1M), while APAC's £8.2M quota nearly equals its whole £9.5M TAM. That's the imbalance the carve above has to fix.
Territory ledger
| Region | Reps | Accounts | TAM | Capacity | Quota | Capacity / quota | Balance |
|---|