Sales territory dashboard that consolidates CRM, intent data, news & team notes
Build a Territory Book — a single shared dashboard that gives a sales rep everything they need to research and act on the accounts in their territory, so they stop hopping between a spreadsheet, their CRM, news, intent tools, and chat. The goal is to turn a static territory list into a live, shared research-and-action hub, cutting per-account prep from many minutes across many tools to a single glance, and turning one rep's digging into team knowledge. Trigger it as a web app served at a route the team opens in the browser (the landing page). Everything else is HTTP API routes that the front-end calls; there's no cron or email trigger. Build these steps at a high level: Viewer — the landing-page UI (a self-contained React app). Import the rep's territory list (exported from Google Sheets — or whatever spreadsheet/source you use) as bundled data, and render each section as a searchable, filterable table. This is the hub the other routes feed. CRM account intel — an API route that, for a selected account, returns its live record, open opportunities, and recent activity from Salesforce — or your CRM of choice. Pipeline — an API route returning a rep's open pipeline and closed/lost deals, summarised by stage, from the same CRM. Account intel — an API route returning recent news and buying-intent signals for an account, from a news/search API and an intent provider like 6sense — or your equivalent tools — cached for a while so repeat views are instant. Shared state — an API route that persists team annotations (starred accounts and free-text notes) in a shared store, so everyone in the space sees the same stars and notes. Share — an API route triggered by a Share button that sends a direct message to the rep's manager, SE, and BDR with a link back to the account's dashboard view, via Slack — or your team's chat tool. Keep all CRM, news, and intent pulls read-only against the source systems; the only side effects should be writing shared annotations and posting chat messages. Use connectors for all authentication — no hardcoded credentials. Make the Viewer a genuinely polished, distinctive UI worth sharing. Tools used: Salesforce (REST API / SOQL), 6sense API, a news/web-search API, Slack API, Google Sheets (CSV export), React
What this prompt builds
This workflow creates a unified account-intelligence dashboard that consolidates territory data from Google Sheets, Salesforce records and pipeline, 6sense intent signals, news feeds, and Slack into a single searchable interface with shared annotations. Sales reps research and prioritize accounts without switching between tools, cutting pre-call prep from 15–20 minutes to under two minutes. The dashboard enables team-wide context sharing through stars, notes, and one-click Slack handoffs to managers, SEs, and BDRs.
The problem
Sales reps researching target accounts typically jump between five or more tools — a Google Sheets territory list, Salesforce for pipeline and activity, news searches, 6sense for intent signals, and Slack threads — burning 15–20 minutes per account in context-gathering and losing visibility into what teammates have already learned. This workflow pulls all of that intelligence into one live, shared dashboard. Pick an account and instantly see its territory-sheet details, live Salesforce record and open opportunities, recent news and buying-intent scores, and team annotations (stars and notes), all cached and searchable. A Share button sends the manager, SE, and BDR a direct link to the account view in Slack, turning a multi-tool research session and manual brief into a single page and a single click.
Solution and impact
The workflow stitches territory data, CRM records, intent signals, news, and team memory into one landing page, collapsing multi-tool account prep into a minute or two and making the second look instant through caching. Reps walk into calls with pipeline, intent, news, and recent activity together, so prioritization is obvious rather than guessed, and fewer buying signals slip through. Shared stars and notes turn individual digging into persistent team knowledge, and one-click Slack sharing replaces written handoff briefs with a linked context drop to the extended deal team, benefiting reps, SEs, BDRs, managers, and sales leadership with consistent, source-backed account intelligence.