Territory Segmentation

Purpose

Divide records into geographic or account-ownership territories with allocation notes.

When to use this skill

• Splitting a list across a sales team
• Applying geographic territory rules consistently
• Handling named-account ownership
• Auditing how accounts were allocated

When not to use this skill

• Records have no location or account-owner data
• You need balanced quota modeling (this assigns, not balances quotas)
• Ownership rules are undefined

Required inputs

• Records with location or account data
• Territory rules

Optional inputs

• Named-account ownership map
• Tie-break rules
• Region definitions

Rules

1. Apply named-account ownership before geographic rules.
2. Use only supplied location/account data.
3. Flag records that cannot be resolved.
4. Record the basis and any tie-breaks.
5. Be consistent across records.

Process

1. Parse territory and ownership rules.
2. Apply named-account ownership.
3. Assign remaining records geographically.
4. Flag unresolved locations.
5. Record allocation notes.

Output format

Return one assignment per record with the following fields:

• assigned_territory
• geographic_basis
• account_grouping
• unresolved_locations
• allocation_notes

Validation

• Confirm named accounts override geography.
• Confirm unresolved records are flagged, not guessed.
• Confirm the basis is recorded per record.

Limitations

• Assignment quality depends on location accuracy.
• It allocates by rules; it does not balance workloads.