Sales Reps & Territories

What it is

A sales app for tracking targets by territory and rep, comparing actual, estimated, and target revenue, and estimating commissions. Log visits and orders and decide discounts in an approvals center with risk, reason, and signals.

Who it's for

• Distributors and manufacturers selling through field reps.
• Sales managers and directors.
• Field reps and account managers.
• Finance teams tracking discounts and commissions.

What you can do

• Set monthly targets by territory and by rep.
• Compare actual, estimated, and target revenue through the month.
• Review a rep ranking with estimated commission.
• Track sales by region and by channel.
• Log account visits and their outcomes.
• Create orders with gross amount, discount, and net amount.
• Approve, deny, or approve with a limit the requested discounts.
• Review the reason, risk, and signals of each request.

App features

How it works

Set up territories with targets, reps, and accounts. Reps log visits and orders.

When a discount exceeds the limit, the order creates an approval, and the manager decides based on the reason and signals.

The dashboard shows actual against target.

How to set up this template

1. 1
   Click Use App

   Create your Jestor account and install Sales Reps & Territories. It works on desktop and mobile.

2. 2
   Set up territories with targets

   Set up territories with targets, reps, and accounts.

3. 3
   Reps log visits and orders.

   Reps log visits and orders.

4. 4
   When a discount exceeds the limit

   When a discount exceeds the limit, the order creates an approval, and the manager decides based on the reason and signals.

Integrations and customization

The design supports desktop and mobile use. Territories, channels, targets, commissions, and discount limits can be adapted to the operation. No required ERP or invoicing integration is included in this template.

• Adjust fields, categories, statuses and rules without code.
• Add screens, reports and automations as the operation needs them.

And that's just the start: you can edit any part of this template and go much further just by asking Jestor's AI. Describe what you need, like a new field, automation, report or integration, and the AI builds or adjusts it for you, no code required.

Frequently asked questions