1. eSpatial Help Centre
  2. Territory Manager
  3. Territory Optimization and Advanced Territory Features

Territory Optimization on Existing Territories

How to create optimized territories using Account and Sales information from a territory dataset.

The Territory Optimizer will help speed up the process to create balanced territories that can be built on ZIP Code Tabulation Areas or counties.   

To create optimized territories:  

  1. Select the territory tab and select create new. 
  2. Select create from file and select the file that outlines your current territories. 
The new territory window will then display. You then must then select the following: 
  • The regional dataset your territory will be based on (if creating hierarchical territories check include hierarchy and select the number of levels).  
  • The corresponding column in your dataset to match the regional dataset.  
  • The territory identifier such as the territory owner of regional location. 

1. Creating Optimized Territories
  1. When the territory manager has loaded, select add data and navigate to your account, sales or leads data (this will be the data used to create balanced territories).  
  2. Select optimize territories to open the territory optimizer window.  
    2. Load Data and Optimize Territories 25-01-2021
  3. First select the number of territories you wish to create. This number should be based on the number of sales reps you have.
  4. Next select a balance you wish to create your territories based on:  
    • If you have not already created a balance, select add balance.  
    • You will be prompted to create a balance from your account dataset, such as the account count or potential sales value.   
    • If you select account count this will create territories with an equal number of accounts in them.  
    • If you select potential sales value this will create territories with equal sales values.  
    • Select complete to be brought back to the territory optimizer window.  
  5. Select complete and your territories will be equally divided based on your chosen balance.  
3. Creating Optimized Territories 25-01-2021

Choose a Territory Center Dataset: 

If you wish to ensure your territories are geographically optimized according to the location of your salespeople’s home or office locations, you can add a territory center dataset. This is a separate dataset that displays your salespeople home or office locations.  

To create optimized territories based on your rep or office locations:  

  1. Select the add data button.  
  2. Add your salespersons home or office locations dataset from your library or by uploading as a new dataset. 
  3. Select optimize territories and ensure that your territory center dataset is selected in the choose a territory center dropdown.  
  4. Select complete to create your optimized territories.  
Use Center Points 25-01-2021

 

Note: If you select a dataset to use as your territory centers your number of territories will automatically be changed to match the number of office/salesperson locations. 

Use Road Network:  

Use Road Network allows you to create territories based on drive time rather than straight line distances (the default optimizing option). 

This prevents ZCTA’s or counties being assigned to a territory when they appear near a center point but are really a significant driving distance away. Using the drive time network also takes into account bridges and bodies of water.