Dashboard charts
Territory Wise Sales
Opportunity amounts grouped by territory.
In detail
This chart groups Opportunities by territory and sums their opportunity amount, so it shows where your deals come from in money terms: Kathmandu Rs 2,00,000, Pokhara Rs 80,000. It is pipeline value, not revenue; nothing reaches the ledger until the deal is invoiced. Territories are set up in Selling and inherited from the customer or lead. Use it to decide where a salesperson or a branch would pay off, and compare it with the count chart beside it.
Formula
Each slice = Sum of opportunity_amount on Opportunity grouped by territory
How to record it in BRAccount
- 01Go to CRM; the chart sits beside Territory Wise Opportunity Count.
- 02Hover a slice to read the territory and amount.
- 03Use the timespan dropdown to show only this year's opportunities.
- 04Click the filter icon to limit it to status Open.
- 05Click a slice to open the Opportunity list for that territory.
When to use it
Where your deals come from.
Example from the demo books
Kathmandu Rs 2,00,000, Pokhara Rs 80,000.