Territory balancing using the map
You can use the map to visually balance your territories. See at a glance if some territories are larger than others, and then select the territories to review the data available on the insights card about the number of regions and accounts associated with the territory. With this information, you can make decisions about how you want to balance your territories. You can easily select geographic regions from one territory and then move them to another.
On the Planning cycles home page, click the planning cycle to open.
Click the Territory view.
On the battle card canvas, select the battle card that contains territories you want to balance using the map.
In the data tray, click the Territory definition tab.
Switch the toggle from View grid to View map to open the map view.
Geo region is the default map view. You can also click on on the drop down menu option on the top left corner of the map to make the selection.
The geographic region view lets you select individual geographic regions (depending on your selected geographic level).
Use your preferred selection tool to select a geographic region on the map:
Note
Currently, to move geographic regions from one territory to another, you can only select regions that belong to the same territory. For example, you can move zip codes from Territory 1 to Territory 2, but if you select zip codes from Territory 1 and Territory 3, you won't be able to move them.
Icon
Tool name
Select geographic regions
Clear selections
Pointer
Click the pointer icon.
Click a geographic region to select it.
Repeat step 2 to select as many geographic regions as required.
There are three ways to clear your selections:
Click the selected geographic region again to clear that selection.
Click
Clear selection on the Insights card.Press escape on your keyboard to clear all selections.
Lasso
Click the drop-down on the lasso icon, and select Assigned to only select geographic regions that are part of an existing territory.
Click the Add to selection icon
.Draw a polygon on the map through the geographic regions you want to select (click on the map to start drawing and click again to change direction).
When you're ready to close your polygon, hover your mouse over a corner where your lines intersect until it turns green, and then click to close the shape.
All geographic regions within or touching your polygon shape are selected.
There are three ways to clear your selections:
Click the Remove from selection icon
, and then draw a polygon through your selected geographic regions to clear the selection.Click
Clear selection on the Insights card.Press escape on your keyboard to clear all selections.
Do one of the following:
Right-click on the map, and click Reassign geographic region(s).
Click
→ Reassign geographic region(s).
From the drop-down, select the territory you want to move your selected regions to.
Click Reassign.