Sales Territories and Territory Reports

Sales Territories and Territory Reports

This area lets you manage sales territories and their ZIP-code assignments, import territories in bulk via CSV, and run territory-based sales reports — including Territory Account Performance and Territory Item Sales.

Open it from Income -> Reports -> Billing -> Territory Account Performance.

Manage Sales Territories

Using Territories

Define territories and assign ZIP codes (or import them via CSV), then run the territory reports to analyze account performance and item sales by territory.