How does it help with CRM operations?

It includes an operational check phase to validate CRM ownership, routing rules, and the potential impact on existing Rules of Engagement (ROE).

Can I model different types of territory structures?

Yes, the skill supports the generation and scoring of geographic, industry-specific, and hybrid territory scenarios with custom weighting.

Does it provide outputs for stakeholders?

Yes, it provides templates for territory scoring matrices, leadership readout deck outlines, and change management checklists for RevOps and Enablement teams.

What metrics does this skill use to score territories?

It utilizes TAM, ARR, propensity, whitespace percentage, and Gini coefficients to measure fairness, productivity, and attainment probability per representative.

Should this be used with other GTM skills?

It is highly recommended to pair this with the roe-governance skill to ensure all territory changes align with routing and escalation rules.

Territory Optimization

Name: Territory Optimization
Author: gtmagents

bygtmagents

•

분석 및 모니터링

Analyzes and scores sales territory scenarios to ensure fairness, productivity, and whitespace coverage.

소개

The Territory Optimization skill provides RevOps professionals and sales leaders with a structured framework for designing and rebalancing sales territories. By evaluating metrics like TAM, ARR propensity, and travel constraints, it generates data-driven scenarios—including geographic, industrial, and hybrid models—and scores them for fairness using Gini coefficients and attainment probability. This ensures that sales teams are distributed effectively while maintaining operational integrity and clear Rules of Engagement within the CRM.

주요 기능

Operational validation against CRM ownership and routing rules
Multi-scenario modeling for geographic, industry-based, and hybrid coverage
Change management checklists and leadership readout templates
Automated fairness scoring using Gini coefficients and whitespace analysis
29 GitHub stars
Data normalization for TAM, ARR, and propensity-based account scoring

사용 사례

Preparing data-backed executive readouts on sales territory effectiveness
Designing new sales coverage models or rebalancing existing routes
Evaluating fairness metrics and attainment probability during territory reviews

소개

주요 기능

Operational validation against CRM ownership and routing rules
Multi-scenario modeling for geographic, industry-based, and hybrid coverage
Change management checklists and leadership readout templates
Automated fairness scoring using Gini coefficients and whitespace analysis
29 GitHub stars
Data normalization for TAM, ARR, and propensity-based account scoring

사용 사례

Preparing data-backed executive readouts on sales territory effectiveness
Designing new sales coverage models or rebalancing existing routes
Evaluating fairness metrics and attainment probability during territory reviews