How to read the Scribe Territory File in Excel - 2022 (for external share)
5 steps | 23 seconds | Created by Justin from Scribe
Before reviewing the excel, read the overview document which explains the overall process of how the territories were created.
[I removed the original link before sharing this Scribe on LinkedIn, but this is a great way to nest other document or video links within a Scribe, if you choose, to give additional context. We also have new features coming out soon that will do something similar.]
Optional: here is the Zoom recording where we walked through all of this detail as a team:
[link intentionally removed]
Please do NOT skip step #1 - it provides important context into how territories were designed and is a critical prerequisite to understanding the territories.
Once you've read through the Google Doc in detail, open the excel file and go to the "territories" tab
There are several pivot tables in this tab. The y-axis has numbers 1-15, which represent the territories.