The analysis of the Initial situation is the first step in a territory optimization. The current territory division is analyzed, based on the current settings in portatour®. Here, you also change settings that affect the territory optimization (see Settings), and exclude customers from the optimization (see Customer exclusions).
Analysis
The data of the individual users of the selected workspace are displayed and analyzed here.
If there are field reps whose home locations are still not geocoded, click on Geocode home locations of users to do this.
After you have made changes, click on Refresh above the table to take the changes into account of the analysis of the initial situation.
Click on and
in the header to show and hide additional columns.
At the end of the table, you will see under Average the average values of all considered users. Under Sum, the values of the users are added.
Territory selection
The individual users of this workspace are displayed, sorted alphabetically by default.
- Clicking on
opens the workspace of the respective user in a new browser tab.
- Click on the map icon
to open the map of the entire workspace. The territory in question is highlighted by means of zoom and color.
- Exclude a territory from the optimization by removing the check mark to the left of the user
.
This user or this territory's customers will not be considered in the optimization. This can be useful if, for example, a field rep is active in another country and there should be no overlap here.
Users
- Field service hours: This value is calculated from the portatour® options or from the user settings of the initial situation (see Settings below). The formula 'Field service hours = (working hours - work break) x Share of working hours in the field' means: The set work break is subtracted from the working hours. The result is then multiplied by the specified share of working hours in the field.
Customers
- Customers: number of customers in the respective portatour® user.
- Customers not reachable: number of customers who cannot be reached by this user in a reasonable time (i.e. within a day or with one overnight stay if overnight stays are enabled).
Key figures according to customer settings
- Customer calls: number of customer calls required per week. These are calculated from the number of customers and the individual call intervals.
- Call duration: the average call duration in minutes. This is calculated weighted by the number of customer calls.
- Call time: necessary visit time per week in hours. The number of customer calls per week is multiplied by the average call duration.
Key figures considering driving times
At Key figures considering driving times, the data from portatour® are analyzed taking into account the driving time necessary to complete the customer calls. The calculations are based on very accurate driving time analyses backed by traffic data.
- Workload: The sum of call time, driving time and idle time is compared with the field service hours. If this sum is less than the field service hours, the workload is less than 100%. The goals are achievable. A value greater than 100% means overload and thus that customers get overdue before they can be called on.
- Customer calls: the actual possible number of visits per week.
- Call time: the visit time per week in hours resulting from the possible number of customer calls (taking into account the individual call durations).
- Driving time: necessary driving time per week in hours to complete the actual possible customer calls.
- Driving time share: the ratio of driving time to working hours.
- Driving distance: expected, necessary travel distance per week to complete the actually possible calls.
- Idle time: any idle times of the field reps. For details see The meaning of idle time in territory optimization.
- Overnight stays: number of overnight stays required per week to service the area. This column is only displayed if overnight stays are allowed for at least one portatour® user.
Settings
Under Initial situation > Settings, you change which settings are used as a basis for calculating the analysis and optimization, see (Customize settings for territory optimization.
Key figures
Include essential key figures for the division of your customers in the territory optimization. Read in Use custom key figures for territory optimization how to proceed in just a few steps.
Customer exclusions
Under Initial situation > Customer exclusions, exclude customers from optimization who would geographically interfere with optimization e.g. due to incorrect address data.
Create new rules for customer exclusions via
- Add new customer exclusion > Extended search (see Extended customer search)
- Add new customer exclusion > External list (analogous to Selection mode and mass editing)
- Add new customer exclusion > Map (analogous to Customer map options)
- Map > Start selection mode for customer exclusions (analogous to Customer map options)