Territories and channels

VP of Sales

Every account sits in one territory and one channel. Territory x Channel is the grid of those combinations and who owns each one.

Territories and channels0:59 · narrated, with captions

Transcript

This video shows how territories and channels shape what you see in Cabeau Hub.
The territory filter on your dashboard narrows every figure to one territory. Here, EMEA.
Revenue, pipeline, active accounts and open orders now count EMEA accounts only.
Set it back to All Territories to see the whole team again.
Territory x Channel lists every combination of territory and sales channel: travel retail, mixed and mass.
Each row names a primary owner, the rep accountable for those accounts, and every owner who can work them.
Open a row to see its ownership on one card. Accounts in that territory and channel follow these owners.
Use the breadcrumb to return to your dashboard.
That is territories and channels. Next, working with accounts.

Narrow the dashboard to one territory

Pick a territory in the selector at the top right of the dashboard. Every tile and panel recalculates for that territory.

Select Territory x Channel on the dashboard shortcut row.

Column	Meaning
Name	The combination, for example EMEA x Mixed
Territory	North America, LATAM, EMEA, APAC or NAM
Channel	Travel Retail, Mixed or Mass
Primary Owner	The account manager who leads this combination
Owners	Everyone who works accounts in it

Open a row to see its card: Territory, Channel, Active, and the ownership fields. As VP you can change the primary owner and owners here.

The Cabeau tab on every account record shows the account’s own territory, channel and Territory x Channel value.