Sales territory and patch plan template

Territory planning where the numbers add themselves up: every rep owns a patch, every patch holds named accounts, and each manager’s revenue is the recursive total of everything beneath them. Change who owns an account and the rollups move with it.

Open the live template 🔒 Processed 100% locally

Use it when

You are cutting patches for a new financial year and need to see the balance between reps.
You want to spot an overloaded patch before the reps do.
You are reconciling the CRM against who actually covers which account.

Columns in this template

EmployeeName, ManagerName, PatchID, AccountName, Revenue and Industry — the full territory schema.

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
Alison Reeve,,VP Enterprise Sales,ENT-00,,,,
Karl Mendes,Alison Reeve,Regional Director,ENT-NORTH,ENT-00,,,
Yara Solomon,Alison Reeve,Regional Director,ENT-SOUTH,ENT-00,,,
Ben Whitaker,Karl Mendes,Account Executive,ENT-N-01,ENT-NORTH,Northwind Traders,180000,Manufacturing
Ben Whitaker,Karl Mendes,Account Executive,ENT-N-01,ENT-NORTH,Contoso Logistics,145000,Transport
Ben Whitaker,Karl Mendes,Account Executive,ENT-N-01,ENT-NORTH,Ironclad Steel,96000,Manufacturing
Freya Lindholm,Karl Mendes,Account Executive,ENT-N-02,ENT-NORTH,Bluepeak Health,240000,Healthcare
Freya Lindholm,Karl Mendes,Account Executive,ENT-N-02,ENT-NORTH,Meridian Clinics,88000,Healthcare
Samir Haddad,Yara Solomon,Account Executive,ENT-S-01,ENT-SOUTH,Vertex Financial,310000,Finance
Samir Haddad,Yara Solomon,Account Executive,ENT-S-01,ENT-SOUTH,Harbour Insurance,155000,Finance
Chloe Barnes,Yara Solomon,Account Executive,ENT-S-02,ENT-SOUTH,Lumen Retail,132000,Retail
Chloe Barnes,Yara Solomon,Account Executive,ENT-S-02,ENT-SOUTH,Fairfield Grocers,74000,Retail
Chloe Barnes,Yara Solomon,Account Executive,ENT-S-02,ENT-SOUTH,Orchard Foods,61000,Retail

How to make it yours

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

Questions

How does the revenue rollup work?

Each account carries its own revenue. A rep’s number is the sum of their accounts, and a manager’s number is the recursive total of everyone beneath them. Move an account to a different rep and every total above it updates immediately.

What is a patch?

A patch is the territory a rep owns, identified by PatchID. ChartChalk also has a dedicated patch view that groups the same data by territory instead of by reporting line, so you can see coverage and gaps side by side.

Can I compare two territory scenarios?

Yes. Save a workspace, make your changes, then use scenario compare to see which reps gained or lost revenue between the two versions before you commit to a plan.