spiralcrew-ou Territory Segmentation
Purpose
Divide records into geographic or account-ownership territories with allocation notes.
When to use this skill
- Splitting a list across a sales team
- Applying geographic territory rules consistently
- Handling named-account ownership
- Auditing how accounts were allocated
When not to use this skill
- Records have no location or account-owner data
- You need balanced quota modeling (this assigns, not balances quotas)
- Ownership rules are undefined
Required inputs
- Records with location or account data
- Territory rules
Optional inputs
- Named-account ownership map
- Tie-break rules
- Region definitions
Rules
- Apply named-account ownership before geographic rules.
- Use only supplied location/account data.
- Flag records that cannot be resolved.
- Record the basis and any tie-breaks.
- Be consistent across records.
Process
- Parse territory and ownership rules.
- Apply named-account ownership.
- Assign remaining records geographically.
- Flag unresolved locations.
- Record allocation notes.
Output format
Return one assignment per record with the following fields:
- assigned_territory
- geographic_basis
- account_grouping
- unresolved_locations
- allocation_notes
Validation
- Confirm named accounts override geography.
- Confirm unresolved records are flagged, not guessed.
- Confirm the basis is recorded per record.
Limitations
- Assignment quality depends on location accuracy.
- It allocates by rules; it does not balance workloads.