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Territories

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As well as supporting point, line, and area data; Maptitude supports the concept of Territories. These are similar to area layers but are usually formed by an aggregate of other data. For example, you might define your territories in terms of an area layer (e.g. zipcodes); or you might define them in terms of a point layer (e.g. a customer layer with a ‘salesman’ data field).

A territory layer is created by selecting Territory Layer on the New File dialog box (select Files -> New on the menu):

Selecting a new Territory Layer on the New File dialog box

This displays the Territory Wizard:

The New Territory Wizard

The above image only shows two options enabled, but it is possible to create a territory in one of four ways:

Interactively from Areas in a Map

Select this if you wish to manually select the component areas for the territories by clicking on them with the mouse. Pressing Next will display the Map Settings page of the wizard:

Map Settings page of the Territory Wizard

Use this to set the area layer that will provide the component shapes for the territories. You also need to provide an identifying field in this layer. For example, the zip code itself for zip codes, or the county name if you are using counties.

The next page lets you to define tracking fields. These are data fields that are summed for the territory. This is useful if you are trying to keep each territory size within a certain range Рfor example, you might want to keep the total sales or number of customers  per territory to be within specific ranges.

Finally, you provide the file name that will be used to store the new territory layer. Maptitude then lets you create and edit the territories by displaying the Territory Manager:

The Territory Manager can also be displayed by selecting the territories as the current working layer.

This image shows the manager set to Select by Pointing (button in the top left is pressed) with no territories defined. Select the required areas (zipcodes in this example) with the mouse, and they will be highlighted in a new color. Press the green ‘tick’ button to save the newly created territory. This will let you enter a name for the territory and set its color. Territories are listed in the large list box as they are created. The buttons in the middle of the top toolbar are enabled when you have territories defined. These let you select and edit existing territories. You can also examine which territories touch each other.

As well as defining territories using the mouse, you can use the fx button (top left) to select component geographies using a condition or function. For example, you could select “all zipcodes where the salesman field is set to Bob“.

From a Territory Table

This option will automatically create the territories using a table or spreadsheet. This table must have a data field that lists the component areas, and a data field with the territory name. For example if you defined sales territories in terms of zipcodes, then you would have a row for each zipcode. A field would list this zipcode, and a second field would list the territory name (e.g. a sales person’s name/identifier).

This option lets you select the table for import (e.g. from an Excel worksheet), and specify the underlying area layer (e.g. zipcodes). As with the interactive option, you can define tracking fields to keep track of total sales, customers, etc for each territory.

After importing the territories, you can modify them using the Territory Manager (see above).

From an Existing Area Layer

Instead of creating the territories from a table and an area layer, you can just use an area layer. To do this, the area layer has to have a data field that lists the territory name for each object in the layer. You could join this data from a territory table.

From an Existing Point Layer

You can also create a territory layer from an existing point layer such as your customer locations. The point layer needs a data field that lists the territory name for that point.  You then provide a component area layer (e.g. zipcodes), and Maptitude creates the territories from the areas according to the point data territory names.

Of course, there could easily be inconsistencies where points from different territories lie in the same component area. Maptitude solves this by building areas of influences and using these to define the actual territory boundaries.

Automatic Territory Generation

Balanced territories can also be automatically generated using the new Balanced Territories Add-in.

 

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