Clicking on Start optimization starts the calculation of the territory optimization. This process usually takes 10 to 60 seconds and is indicated by a progress bar. Click on Cancel to cancel the optimization - e.g. if you want to make further changes.
The result is up to 7 different solution proposals. The focus of the proposals varies: from the lowest possible total driving time to the most balanced workload of the individual users.
Overview
The suggestions from the territory optimization have different effects on your key figures. Click through the different solutions in the bar at Select optimization and see the impact of the different focus areas.
All solutions are located on the Pareto front between low total driving time and balanced workload. Decide for yourself which key figures are currently important for your company and which scenario you want to choose.
In the left column, below the respective title of the key figure, the difference is displayed in absolute figures, percentages or percentage points. Clicking on the down arrow next to week allows you to switch to values per Month, Quarter or Year.
On the right, the bar graph shows the difference between the initial situation and the optimization result at a glance. For Customer calls per week, the larger the better. For the other six values, the smaller the values, the better. This is represented by and
, respectively.
- Customer calls per week: Number of customer calls per week that can be reached on average currently or after territory optimization.
- Driving time per week: On average, how many hours per week do field reps spend in their cars?
- Driving time proportion: share of driving time in work time in percent.
- Driving distance per week: necessary driving distance per week to complete the customer calls.
- Standard deviation of the workload: Indicates how far, on average, the workload of the field reps is from the average. The smaller the deviation, the more balanced the workload.
- Expected overdue rate: Specifies the average percentage by which customers get overdue and thus will be later called on.
- Overnight stays per week: Number of overnight stays per week that are necessary currently or after territory optimization.
About increasing the number of calls:
- If there are field reps with a capacity of less than 100% and at the same time field reps who are at a capacity of more than 100%, balancing the workload will greatly increase customer calls. The field reps with a workload of less than 100% get customers and customer calls in addition, for which the overloaded field reps do not have time.
- If (almost) all field reps are overloaded, the optimization of the driving time is more likely to increase the number of calls. In this case, more customer calls are only possible if driving time is saved.
- If all field reps have a workload of less than 100%, the number of calls will not increase at all, because there are no more customers to be called on.
Below the overview you can see the impact on our environment by calculating the CO2 saved by reducing the distance traveled.
Details
A table lists the individual parameters of each user, similar to the table at Initial situation (see Analyze initial situation). The difference to the comparison value of the initial situation is given in brackets in each case.
Click on and
in the header to show and hide additional columns.
Customers handed off: Number of customers that the user would hand off to other users in this scenario.
Customers taken over: Number of customers that the user would take over from other users in this scenario.
For all other key figures, see Analyze initial situation.
Map
The Map graphically displays the different solutions.
Jump back and forth on the map between Initial situation and Optimization result.