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Sales account mapping template

Every named account, the rep who owns it, and the segment that rep sits in: strategic, enterprise or commercial. Each account carries its revenue and industry, so you can see at a glance who holds the most value and where one industry is piling up on a single rep.

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Use it when

  • You are assigning named accounts for a new year and need the book of business to look fair.
  • A rep is leaving and you need to see which accounts to reassign, and to whom.
  • Leadership wants to know how much revenue each segment actually covers.

Columns in this template

EmployeeName, ManagerName, PatchID, AccountName, Revenue and Industry. One row per account, so a rep with four accounts has four rows.

The data behind it

This is the whole template — it is an ordinary spreadsheet, and you can paste your own over the top of it.

EmployeeName,ManagerName,Title,PatchID,ManagerPatchID,AccountName,Revenue,Industry
Victoria Lane,,Head of Sales,ALL,,,,
Rohan Desai,Victoria Lane,Strategic Accounts Director,STRAT,ALL,,,
Megan Price,Victoria Lane,Enterprise Sales Manager,ENT,ALL,,,
Luis Moreno,Victoria Lane,Commercial Sales Manager,COM,ALL,,,
Hannah Scott,Rohan Desai,Strategic Account Manager,STRAT-01,STRAT,Globex Telecom,520000,Telecoms
Hannah Scott,Rohan Desai,Strategic Account Manager,STRAT-01,STRAT,Initech Group,410000,Technology
Aaron Blake,Rohan Desai,Strategic Account Manager,STRAT-02,STRAT,Stark Industrial,465000,Manufacturing
Priya Nair,Megan Price,Enterprise Account Executive,ENT-01,ENT,Wayne Logistics,185000,Transport
Priya Nair,Megan Price,Enterprise Account Executive,ENT-01,ENT,Umbra Pharma,172000,Healthcare
Priya Nair,Megan Price,Enterprise Account Executive,ENT-01,ENT,Aperture Labs,98000,Healthcare
Callum Reid,Megan Price,Enterprise Account Executive,ENT-02,ENT,Tyrell Energy,230000,Energy
Callum Reid,Megan Price,Enterprise Account Executive,ENT-02,ENT,Oscorp Chemicals,126000,Manufacturing
Julia Weiss,Luis Moreno,Account Executive,COM-01,COM,Pied Piper,54000,Technology
Julia Weiss,Luis Moreno,Account Executive,COM-01,COM,Hooli Retail,61000,Retail
Julia Weiss,Luis Moreno,Account Executive,COM-01,COM,Dunder Paper,38000,Retail
Tom Barker,Luis Moreno,Account Executive,COM-02,COM,Vandelay Imports,47000,Transport
Tom Barker,Luis Moreno,Account Executive,COM-02,COM,Bluth Foods,42000,Retail

How to make it yours

  1. Open the live template — it loads straight into your browser, already charted.
  2. Choose “Use this template” to turn it into your own editable workspace.
  3. Replace the sample people — edit in the grid view, or drop in your own spreadsheet (.xlsx or CSV) and keep the layout.
  4. Export a PNG for free, or a watermark-free PNG, PDF, SVG or CSV on Pro.

Questions

What is account mapping in sales?

Account mapping is deciding which rep owns which customer or prospect, and making that visible to everyone. Here each account is a row, attached to the rep who owns it, and every manager’s box shows the total revenue of the accounts beneath them.

How do I move an account to a different rep?

Change the rep on that account’s row in your spreadsheet and load it again. The totals for both reps, and for every manager above them, are recalculated. To move a whole book of business at once, drag the rep onto a new manager in the chart.

Can I load accounts from Salesforce or HubSpot?

Yes. Export the account list with owner, manager, revenue and industry columns to CSV or Excel and drop it in. Headers such as “Owner”, “Account”, “ARR” and “Industry” are matched automatically, and a one-step column mapping covers whatever your CRM calls the rest.

Can I see accounts grouped by industry?

Yes. The industry filter narrows the chart to one or more industries, and the revenue totals recalculate for just those accounts.

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