Sales / Free editable template

Sales territory plan template

A sales territory plan divides a market so each rep has a fair and workable patch. This example splits the UK and Ireland into five territories on a schematic map, pins the key accounts sized by revenue potential, and compares accounts, potential and quota by rep, with a chart that makes an overloaded territory easy to spot.

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Sales territory plan example showing schematic map of territories and reps, account pins sized by potential, balance table and potential chart
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Draw the regions

    Sketch the regions roughly to shape and give each one a rep. A schematic map is enough; it does not need to be to scale.

  2. Pin the accounts

    Add your key accounts as pins sized by potential, so clusters and empty areas stand out.

  3. Check the balance

    Compare potential, account count and quota for each territory. Move borders or accounts until no rep carries far more than the others.

Questions about this template

How do I redraw the territories for my own regions?

Rename the five territories, reshape the map areas and move the account pins, then update the potential and quota columns so the balance check still holds.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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