Territory optimization

Perform territory optimization on a regular basis

Analyze initial situation

Customize settings for territory optimization

The meaning of idle time in territory optimization

Use custom key figures for territory optimization

Determine the number and home locations of new employees

Search for suitable home locations for a territory

Add and edit user modifications

Add and edit customer modifications

Specify the desired customer count per territory

Adjust maximum workload per territory

Show optimization result

Apply optimization result

Customer data adjustment

Show customer map for territory optimization

Display areas, territory names and key figures on map

Save, load and share territory optimizations

Optimize territories when a field rep leaves the company

Optimize territories when a field rep is added