Sales territory planning dashboard with live CRM rollups
Build a tenant-wide territory planning dashboard for RevOps, driven by live CRM data. The goal is to replicate a spreadsheet-based territory plan as an interactive, always-current web page: a hierarchical Region → Sub Region → Sales Territory rollup with subtotals at every level, so leadership can see coverage and pipeline by geography at a glance. Trigger and refresh it on a schedule. A sync step should run on a cron (roughly every 12 hours) to pull fresh data. Also expose it as a manual/HTTP-triggered refresh so it can be re-run on demand. Keep everything behind tenant authentication. Structure it as three steps: Sync step — On the schedule, query your CRM for the objects you need to build the rollup: accounts, opportunities, leads, and users/reps. Roll them up into the Region → Sub Region → Sales Territory hierarchy and compute the per-group metrics (things like rep counts, account counts, ICP-qualified accounts, customers, ARR, open opportunities and pipeline, deal registrations, and lead/MQL counts). This step also applies any custom regrouping logic your org needs — e.g. splitting one CRM region into finer sub-regions, or adding an extra grouping tier before drilling down to state/country. Write the resulting aggregate JSON to a persistent volume so it survives across runs. Pull the CRM data from Salesforce — or whatever CRM your team uses (HubSpot, Dynamics, etc.). This should be read-only; the workflow makes no writes. Data step — Serve the stored aggregate JSON over an HTTP route so the dashboard can fetch it. Dashboard step — A web page on its own route that fetches the JSON and renders the interactive, collapsible hierarchical table with subtotals. Make it clean and easy to scan. Keep the grouping rules, the ICP threshold, and the refresh cadence easy to adjust in one obvious place. Don't lock into rigid field assumptions — key off whatever region/territory values the CRM returns. Tools used: Salesforce
What this prompt builds
A live territory planning dashboard that replaces static spreadsheets by syncing Salesforce data every 12 hours into an interactive hierarchical view of Region → Sub Region → Sales Territory rollups. RevOps and leadership use it to measure territory health by KPIs (ICP accounts, G2K accounts, pipeline penetration, win rates) and identify where to allocate headcount. The workflow pulls read-only CRM data, computes aggregates, and serves them through a clean, collapsible web interface.
The problem
RevOps teams that measure territory health by KPIs like ICP penetration, G2K accounts, pipeline, and win rates often rely on unwieldy spreadsheets that grow stale as territories and teams expand. This dashboard turns those static spreadsheets into a live, interactive view of territory health. It syncs Salesforce data every 12 hours, rolls it up by Region → Sub Region → Sales Territory, and scores each territory's health and hiring priority so leadership can make headcount and planning decisions on current, accurate data.
Solution and impact
The dashboard sits on top of live Salesforce data and delivers a real-time, hierarchical rollup of territory metrics with subtotals at every level. It eliminates the time RevOps spends maintaining and updating spreadsheets, gives leadership instant access to territory health scores, and makes hiring and planning conversations data-driven and on-demand. The workflow is tenant-authenticated, runs on a schedule, and can be refreshed manually whenever needed.