SAP SuccessFactors Territory and Quota provides summary information for accounts and geographies within the map.
The summaries provide key details that enable you to preview and manage the impact of changes made to territory definitions. The summaries can include details such as revenue, drive time, account ID, account name, alignment methodology, account firmographic attributes, and so on.
If any accounts fall within the geography you’re viewing, you’ll see a number listed in the "Total Qualified Accounts" window, and the accounts are indicated with a star (
).
To view a summary for an account, choose the account marker (
) and the account summary will open. To ensure quality performance, the application only retrieves, and displays the summary details after you've selected the account.
To customize the account summary, choose Select Columns (
). Select the data you’d like to appear in the account summary and Save your changes. A maximum of seven properties can be chosen.