SALES
Territory Coverage Leaderboard
Calculates what percentage of each AE's assigned TAM has been worked versus left as whitespace.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule (pre-review)
- ActionQuery Snowflake TAM by territory ownerSnowflake
- ActionPull touched accounts per rep from SalesforceSalesforce
- LogicCompute coverage % and whitespace count per AE
- LogicRank reps into leaderboard
- OutputPost coverage leaderboard to SlackSlack
What it does
It measures territory coverage. For every AE it compares the TAM accounts assigned to their territory in Snowflake against the accounts they've actually touched in Salesforce, computes a coverage percentage and the count of remaining whitespace, and posts a ranked leaderboard to Slack. Managers see at a glance who is fully working their patch and who is sitting on untouched accounts.
When to use it
Use it ahead of weekly pipeline reviews or QBRs when you want an objective, repeatable coverage metric instead of anecdote. Good for sales managers driving accountability across a defined TAM.
How it works
- 1A weekly schedule fires before the pipeline review.
- 2Query Snowflake for TAM accounts grouped by territory owner.
- 3Pull touched accounts (any opp or activity) per rep from Salesforce.
- 4Compute coverage percentage and whitespace count for each AE.
- 5Sort reps into a leaderboard from highest to lowest coverage.
- 6Post the formatted leaderboard to the sales Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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