Dashboard charts
Territory Wise Opportunity Count
Count of Opportunities grouped by territory.
In detail
This chart groups Opportunities by territory and counts them, so it shows the number of deals per region: Kathmandu 5, Pokhara 2. Read with Territory Wise Sales it reveals deal size: many small deals in one city, a few large ones in another. It reads nothing from the ledger. An empty slice means opportunities are being created without a territory, which also weakens the sales reports that group by region.
Formula
Each slice = Count of Opportunity grouped by territory
How to record it in BRAccount
- 01Go to CRM; the chart sits with Territory Wise Sales.
- 02Hover a slice to read the territory and count.
- 03Use the timespan dropdown to limit it to the last quarter.
- 04Click a slice to open the Opportunity list for that territory.
- 05Set territory on customers and leads so new opportunities inherit it.
When to use it
Number of deals per region.
Example from the demo books
Kathmandu 5, Pokhara 2.