Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/TerrAssignment/ManageTerr/TerrInfoPanel.htm

## Using the Territory Information Panel

The Territory Information Panel enables users to view a summary of the currently viewed territory. This enables them to assess the value of a territory and its descendants and determine necessary hierarchy changes without manual calculations. This feature provides a pre-calculated, aggregated view of key metrics, including staffing, reach, and geographical boundaries, ensuring efficient decision-making during territory modeling and production management.

The Territory Information Panel can display the following information:

* A simplified aggregate map of the territory
* Staffing and vacancy graphs – The percent of territories staffed for the current or next cycle
* Reach graph – The percent of total accounts in the territory that are also targets
* Total number of HCPs
* Total number of HCOs
* Average targets

**Who can use this feature?**

* Align Operational Users – Browser
* [Using the Territory Information Panel](#Using)
* Users require an Align License

### Configuring the Territory Information Panel for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Align Operational Users](#)

To configure this feature:

1. Ensure [Configuring Align](../../Configuration/ConfiguringAlign.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | aln\_territory\_\_v | R | All | * total\_hcos\_\_v * total\_hcps\_\_v * total\_targets\_\_v | Read |
6. Navigate to **Align Admin > Align Settings**.
7. Edit the appropriate record. This feature supports both Modeling and Production settings.
8. Navigate to the **Territory Metric Fields** field.
9. Enter a comma-delimited list of the appropriate metrics. Available metrics are:

   | Metric | Description |
   | --- | --- |
   | map | Displays a geographical thumbnail of the territory and descendants. Selecting the map displays the map in a full-screen. While in full-screen mode, the map displays active geography assignments for Production territories and planned assignments for Model territories based on the publish date. |
   | staffing | Displays a donut chart of territories with active MC Cycle Plans. |
   | reach | Displays a donut chart showing the proportion of assigned accounts that are targets. |
   | aln\_territory\_\_v.total\_hcos\_\_v | Displays the total number of unique HCO accounts. |
   | aln\_territory\_\_v.total\_hcps\_\_v | Displays the total number of unique HCP accounts. |
   | aln\_territory\_\_v.total\_targets\_\_v | Displays the total number of unique target accounts. |
   | calculated\_field.avg\_targets | Displays the average number of unique target accounts. |
10. Select **Save**.

### Using the Territory Information Panel as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Align Operational Users](#)

To view the Territory Information Panel and its configured metics:

1. Navigate to **Territory Management > Territories**.
2. Select the appropriate aln\_territory\_\_v record. The Territory Information Panel displays on the left side of the screen.

   ![](../../../../Resources/Images/Align/TerrAssignment/TerrInfo.png)
3. Select the **Collapse** icon to hide the panel if necessary.

Metrics are not real-time and are calculated during CRM Import and Assignment Preview.

### Related Topics

[Modeling in Align](../../TerrModeling.htm)

[Managing Align Territories](Territory.htm)

[Visualizing Territories on Maps](TerritoryMapping.htm)