Territories in Zoho CRM are a powerful way to structure a sales organisation and control record access, but they are completely absent as a filter option when building reports or dashboard components.
This means that even though your data is organised by territory, you cannot:
The workaround most people use is to create a custom picklist field that mirrors the territory structure and maintain it manually, which is duplicated effort and prone to going out of sync.
What we're requesting:
This is particularly important for mid-to-large sales teams where territory management is central to how the business operates. The territory feature is only half-useful if it cannot drive reporting.
Would love to see this on the roadmap!