Territory Compliance Tracker

🐚 Temporary home: the monday.com connection here has read access but not write access yet (board/group/item creation all came back "unauthorized"), so this artifact is holding the fort until an admin grants that permission. Rows added below via the forms are session-only — for anything you want kept for good, just tell Claude what to log ("add a Q3 review for Phil, market share up, coverage adequate...") and it'll bake it into this artifact's saved file. Once monday write access is sorted, this whole structure ports over directly.

🗺️1. Territory Assignments read-only mirror

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Locked plan as of the current update. The editable, scenario-testable version lives in the SALT Territory License Tracker artifact — this is a reference copy for compliance reviews.

State	Region	Licenses	Assigned To

🌤️2. Quarterly Retention Review

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Per the Rules of Engagement: reps keep their markets by showing increasing market share QoQ and adequate coverage across all assigned states.

Rep	Quarter	Market Share Trend	Coverage Status	Review Outcome	Review Date	Notes

Rep

Quarter

Market share trend

Coverage status

Review outcome

Review date

Notes

This adds to the table above for this session only. Say the word and Claude will save it for good.

⏳3. 45-Day Wind-Down & Exceptions

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Deals in transition when a market moves. Deadline auto-calculates as effective date + 45 days. Exceptions past the deadline need all three criteria checked before a decision.

Deal / Prospect	State	Rep	Effective Date	Deadline	Status	Exception Criteria	Decision

Deal / prospect name

State

Rep

Reassignment effective date

Requested close date

Decision

monday.com compliant Recent prospect activity Proof of progress

Proof / notes (next steps, blocker, etc.)

This adds to the table above for this session only. Say the word and Claude will save it for good.