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TERRITORY LEGACY™ SCORE

Is Your Territory Getting Stronger?

See It Before Your CRM Shows It.

Territory Legacy™ Score combines Coverage, Engagement, Activity, and Conversion into a single real-time measure of territory strength — so you know which territories are building momentum and which are at risk, before it shows up in your pipeline.

A Single Number That Reflects Everything Your Territory Is Doing

Territory Legacy Score™ is a composite 0–100 score built from four pillars — Coverage, Engagement, Activity, and Conversion. Every action your team takes in the Fieldbook feeds the score in real-time, giving leadership a measure of territory strength that compounds over time.

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Unlike pipeline reports that show what already happened, Territory Legacy Score™ shows what's being built — before it reaches your CRM.

The Score That Gets Smarter Over Time

Four Pillars. One Score.​​

​Every component of Territory Legacy Score™ maps to something your team controls — which means every score improvement is actionable.​

Coverage

20% weight

Are your accounts reachable? Partner-seller activation, whitespace, partner diversity

Engagement

35% weight

Are campaigns running? Meeting rates, follow-on activity, partner performance

Activity

20% weight

Is your team logging what's happening? Notes, meetings, events captured in real-time

Conversion

25% weight

Is engagement turning into pipeline? Opportunities created, meeting-to-opp rate

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Territory Knowledge That Never Walks Out the Door

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Territory Legacy Score™ isn't a snapshot. It's a living record. Every campaign run, every meeting logged, every partner relationship mapped adds to the score — and stays with the territory even when the rep changes.

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The longer your team works in the Fieldbook, the more accurate and valuable the score becomes. That's what legacy means.

Build Pipeline  |  Create a Legacy  |  Pass It On

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