Territory mappingwithout the spreadsheet.
Organize account executive territories with a simple form and download a clean CSV ready for your sales operations and planning workflow.
Account Executive Territory Mapping
Try the template with up to 3 territories
What You'll Collect
Territory Name
StringThe person's name for identification and communication.
Account Executive Name
StringThe person's name for identification and communication.
Account Executive Email
EmailEmail address for contact, communication, and account recovery.
Account Executive Phone
PhoneAny common layout, like (555) 123-4567, +44 20 7946 0958 or with ext. 89. Letters and numbers with fewer than 7 or more than 15 digits are flagged.
Region
StringFree text, exported as the “region” column.
Target Revenue
NumberPrice or financial amount for transaction records.
Number of Accounts
NumberValidated as a number. Thousands separators like 1,200 are accepted.
Industry Focus
StringFree text, exported as the “industry_focus” column.
Territory Status
EnumChoose one of: Active, Inactive, Pending.
Start Date
DateA date, validated before download.
End Date
DateA date, validated before download.
Notes
StringDetailed description or notes about this record.
Need more than three territories?
Manage up to a thousand territories instead.
The free template is limited to three rows so you can try the workflow. Create your own Import Builder form when you need to manage larger sales organizations.
Create your own formUp to 1,000 rows
Manage larger sales organizations without passing spreadsheets around.
Custom fields
Add any territory or account executive information relevant to your organization.
Validation
Help your team provide complete and consistent territory data.
Reusable forms
Use the same form whenever you need to update territory assignments.
How it works
From territory details to sales operations CSV in three steps.
01
Collect
Give your team a simple form to enter territory and account executive information.
02
Complete
Keep the information structured and make it easier to avoid missing or inconsistent data.
03
Download
Download the completed CSV and use it with your sales operations and planning tools.
Why use a form?
Territory mapping is often harder than managing territories.
Sending a spreadsheet and asking your team to fill in territory information can lead to missing fields, inconsistent values and unnecessary back-and-forth.
A structured form gives your team a clearer way to provide the information your sales operations need.
Missing information
Required territory fields are easier to communicate before the CSV is created.
Inconsistent values
Use structured fields and predefined options where appropriate.
Spreadsheet back-and-forth
Collect territory information directly through a simple browser form.
Account Executive Territory Mapping Template
A simple way to organize and manage sales territories
Use this template to collect account executive territory information such as territory names, account executive names, regions, target revenue, number of accounts, and industry focus.
Instead of sending your sales team a spreadsheet and asking them to work out which columns to complete, give them a simple form built around the information your sales operations need.
When they're finished, download the CSV and use it with your sales operations planning, quota management, or territory management tools.
If you need different fields, additional validation or more than a few rows, create your own Import Builder form and configure it for your workflow.
Need a CSV form of your own?
Create a custom Import Builder form with your own fields, validation and row limits.
Get started