II.
Workflow JSON
Structured · liveworkflow:field-sales-territory-optimization
Field Sales Territory Optimization json
Inspect the normalized record payload exactly as the atlas UI reads it.
{
"id": "workflow:field-sales-territory-optimization",
"_kind": "Workflow",
"_file": "workflows/workflows/workflows-sales-motions.yaml",
"_cluster": "workflows",
"attributes": {
"displayName": "Field Sales Territory Optimization",
"workflowKind": "governance",
"triggerType": "scheduled",
"typicalCadence": "quarterly",
"complexity": "cross-team",
"description": "Optimizes field sales rep geographic coverage and account assignment —\nperforming geo-spatial analysis of account density versus rep locations,\nmodeling travel time and cost optimization across territory clusters,\nrebalancing account loads based on revenue potential and complexity scoring,\naligning territory boundaries with vertical specialization and industry\nexpertise, analyzing white-space opportunities in under-penetrated\ngeographies, coordinating with marketing on regional event coverage, and\nrecommending territory splits or merges based on growth trajectories.\nProduces territory heat maps, travel optimization reports, and account\nreassignment recommendations. Excludes quota setting and compensation\ndesign.\n"
},
"outgoingEdges": [
{
"from": "workflow:field-sales-territory-optimization",
"to": "role:planner",
"kind": "involves_role",
"attributes": {}
},
{
"from": "workflow:field-sales-territory-optimization",
"to": "role:data-scientist",
"kind": "involves_role",
"attributes": {}
},
{
"from": "workflow:field-sales-territory-optimization",
"to": "role:business-analyst",
"kind": "involves_role",
"attributes": {}
},
{
"from": "workflow:field-sales-territory-optimization",
"to": "skill-area:sales-methodology",
"kind": "requires_skill_area",
"attributes": {}
},
{
"from": "workflow:field-sales-territory-optimization",
"to": "skill-area:data-analytics",
"kind": "requires_skill_area",
"attributes": {}
},
{
"from": "workflow:field-sales-territory-optimization",
"to": "domain:sales",
"kind": "applies_to_domain",
"attributes": {}
},
{
"from": "workflow:field-sales-territory-optimization",
"to": "domain:operations",
"kind": "applies_to_domain",
"attributes": {}
},
{
"from": "workflow:field-sales-territory-optimization",
"to": "responsibility:capacity-planning",
"kind": "triggers_responsibility",
"attributes": {}
},
{
"from": "workflow:field-sales-territory-optimization",
"to": "responsibility:cost-optimization",
"kind": "triggers_responsibility",
"attributes": {}
},
{
"from": "workflow:field-sales-territory-optimization",
"to": "org-unit:sales-team",
"kind": "performed_by_org_unit",
"attributes": {}
},
{
"from": "workflow:field-sales-territory-optimization",
"to": "org-unit:revenue-operations-team",
"kind": "performed_by_org_unit",
"attributes": {}
}
],
"incomingEdges": []
}