Question:
Why does the Territory Insight Dashboard not show its data appropriately?
Answer:
First of all, make sure that the initial configuration is correct, all the permissions are accorded, and the MyInsights Dashboard is visible.
If the Dashboard is visible and the configuration looks correct, be sure that the Simulator is not showing any error messages that could cause the problem.
If there are no error messages in the Simulator, you can check if there are accounts assigned to the user's territory.
You can use the queries below:
SELECT id, name, Account_vod__r.Territory_vod__c from Call2_vod__c
WHERE Territory_vod__c = '<territory of the user>' AND
Call_Date_vod__c >= <start of time period>
AND Call_Date_vod__c <= <end of time period>
AND Status_vod__c = 'Submitted_vod'
If the queries do not return any value, there might be no accounts in the user's territory, and that can cause the Territory Insights Report to be empty.
Related Documentation:
CRM Online Help Documentation: