Territory Review Presentation


I recently hired on at a large Industrial Automation and Electronics Manufacturer as a territory manager for the Oklahoma and Arkansas market - I’ve been on board for about 2 months.

Later this month I will be giving a sales presentation as a “Territory Review,” where I will be putting together and presenting a PowerPoint presentation with one slide dedicated to each of the following topics:

1.) Top 5 Product Lines by percentage in Fiscal Year (FY) 2018
2.) Top 5 Opportunity Review for FY 2018
3.) New Customer Target Account Conversions for FY19
4.) SOFT (Satisfactory - Opportunities - Failures - Threats) Report
5.) Tools I need to be more successful
6.) FY18 Success Story

Given that I’ve been with the company for a limited amount of time, I have no FY 2018 data to present. Granted, my bosses understand and I’ve been given a large amount of slack in this presentation - I’m looking for ideas as too what I can present instead of taking the easy way out.

What information would you be looking for in a Territory Review from the new guy?


If you have enough data I would maybe do a slide focused on ROI. There you would address the need your customer has, why they purchased your product, and how well you have fulfilled that need. If possible use numbers to back you up and demonstrate what you are saying. Good Luck!