--- title: "Sales territory planning" description: "Best for defining account and geographic coverage for one named sales planning period through approved territory assignments." canonical: "https://ganttfather.com/templates/sales-territory-planning/" locale: "en" category: "product" --- # Sales territory planning [Sales & customer success](https://ganttfather.com/templates/#sales-customer-success) Project timeline template # Sales territory planning Best for defining account and geographic coverage for one named sales planning period through approved territory assignments. Best for defining account and geographic coverage for one named sales planning period through approved territory assignments. [Use the Sales territory planning template free](https://app.ganttfather.com/projects/new?template=sales-territory-planning&entry=template-library) Put Freeze planning-period inputs and Planning cycle complete on one agreed path. ## Sales territory planning: make the handoff from Freeze planning-period inputs to Planning cycle complete visible. # Sales territory planning Use this Sales territory planning template to make the path from Freeze planning-period inputs to Planning cycle complete visible. The schedule gives the team a shared sequence and keeps Planning baseline approved, Draft territory plan ready, Planning cycle complete easy to find. ## Sales territory planning: make the handoff from Freeze planning-period inputs to Planning cycle complete visible. Best for defining account and geographic coverage for one named sales planning period through approved territory assignments. ### Analyze planning period Freeze planning-period inputs ? Analyze coverage and capacity ? Planning baseline approved ### Design territories Model territory options ? Review capacity trade-offs ? Propose territory assignments ? Draft territory plan ready ### Approve planning cycle Hold leadership territory review ? Publish assignments for named period ? Confirm territory owner handoff ? Planning cycle complete Included schedule ## 14 rows, 8 links, already sequenced. Explore the schedule to connect Freeze planning-period inputs and Planning cycle complete. Read-only preview Milestone Week 1 Week 2 Week 3 Week 4 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day 10 Day 11 Day 12 Day 13 Day 14 Day 15 Day 16 Day 17 Day Analyze coverage and capacity Model territory options Review capacity trade-offs Propose territory assignments Hold leadership territory review Relative days show the order for Sales territory planning; set one real start date after creation. Read-only shared Gantt preview. Focus a bar and press Enter to inspect it. Schedule details ### Complete schedule table Put Freeze planning-period inputs and Planning cycle complete on one agreed path. Work item Type Schedule Duration Depends on Analyze planning period Phase Days 1–5 Derived rollup — Freeze planning-period inputs Task Day 1 1 working day — Analyze coverage and capacity Task Days 2–4 3 working days Freeze planning-period inputs Planning baseline approved Milestone Day 5 Milestone Analyze coverage and capacity Design territories Phase Days 6–12 Derived rollup — Model territory options Task Days 6–8 3 working days — Review capacity trade-offs Task Days 6–8 3 working days — Propose territory assignments Task Days 9–11 3 working days Review capacity trade-offs, Model territory options Draft territory plan ready Milestone Day 12 Milestone Propose territory assignments Approve planning cycle Phase Days 13–17 Derived rollup — Hold leadership territory review Task Days 13–14 2 working days — Publish assignments for named period Task Day 15 1 working day Hold leadership territory review Confirm territory owner handoff Task Day 16 1 working day Publish assignments for named period Planning cycle complete Milestone Day 17 Milestone Confirm territory owner handoff ## Who it helps - Teams responsible for Sales territory planning - Leaders who need explicit ownership, decisions, and timing across customer-facing work ## What is included - Analyze planning period: Freeze planning-period inputs, Analyze coverage and capacity, Planning baseline approved. - Design territories: Model territory options, Review capacity trade-offs, Propose territory assignments, Draft territory plan ready. - Approve planning cycle: Hold leadership territory review, Publish assignments for named period, Confirm territory owner handoff, Planning cycle complete. ## Adapt after creation - Add protected details such as Account assignments, Representative compensation, Customer data, Pipeline forecasts. - Replace relative working days with the real project start date. - Assign one accountable owner to each handoff and approval. How to use this template ## Sales territory planning: make the handoff from Freeze planning-period inputs to Planning cycle complete visible. - 1 ### Analyze planning period Sequence Freeze planning-period inputs, Analyze coverage and capacity, Planning baseline approved so the next handoff is clear. - 2 ### Design territories Sequence Model territory options, Review capacity trade-offs, Propose territory assignments, Draft territory plan ready so the next handoff is clear. - 3 ### Approve planning cycle Sequence Hold leadership territory review, Publish assignments for named period, Confirm territory owner handoff, Planning cycle complete so the next handoff is clear. Not included ## Planning aid This public planning aid contains no confidential customer, contract, or production material. Add Account assignments, Representative compensation, Customer data, Pipeline forecasts only inside your secured project. - Account assignments - Customer data - Pipeline forecasts - Representative compensation Template FAQ ## Good to know What does the Sales territory planning template include? + It sequences Analyze planning period, Design territories, Approve planning cycle around named work, dependencies, and decision points. Who should use this Sales territory planning plan? + It supports teams responsible for sales territory planning that need a finite and visible delivery boundary. How should the schedule be adapted? + Set real dates and owners after creation, then add protected details such as Account assignments, Representative compensation, Customer data, Pipeline forecasts. 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