Creating territory dimensions

To create a flexible and organized territory structure, you can set up multiple territory dimensions and maintain a different hierarchy for each one. For example, you can define a region, product line, or vertical as a territory dimension, and then maintain a hierarchy for each.

Each territory in your organization should be part of a territory dimension. So, you must have at least one territory dimension for your organization.

You can select a territory dimension while creating a territory, and you can add territories to a territory dimension at any time. However, to keep things manageable, it is a best practice to limit the number of territory dimensions to five or fewer.

To create a new territory dimension:

1. Log in to Pega Sales Automation as an administrator or a sales operations user.
2. In the user portal, click Create > Territory dimension.
3. In the Create Territory dimension dialog box, enter a name for the new territory dimension.
   For example, Product.
4. Enter a description for the territory dimension.
5. If a territory dimension is no longer relevant, change the status of the territory dimension to Inactive. The default setting is Active.
6. Click Submit.
   

The new territory dimensions are displayed on the Territory dimensions landing page.

You have reached the end of this topic. You have learned:

• How to create a territory dimension.

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This Topic is available in the following Module:

• Organizing your sales organization into territories v4