Most sales forces past a certain size have a hierarchy: territories roll up into districts, districts into regions. Building that structure means assigning each territory to a district, and AlignMix gives you a couple of ways to do it depending on whether you’re designing the hierarchy from scratch or already have one in a spreadsheet.
Two Ways to Assign
If you’re designing the hierarchy on the map, use the district map view and Touch Align to sweep territories into a district, watching the district’s totals update as you go. If the structure already exists in your data, skip the manual work: include a district column (and a region column) in your import file, and AlignMix builds the whole hierarchy on import, with every territory placed in its district automatically.
Watch: Assigning Territories to Districts
Getting the Hierarchy Right
Assignment is the mechanical part; the judgment is in which territories belong together. Aim for a sensible span of control, usually 8 to 12 territories per district manager, kept consistent so nobody’s overloaded, and keep each district a contiguous block a manager can actually travel. Once territories are assigned, the district map view and the district table view let you check balance across districts and move territories around until the hierarchy is even.
Frequently Asked Questions
How do I assign a territory to a district in AlignMix?
Either use Touch Align in the district map view to sweep territories into a district, or include district and region columns in your import file so the hierarchy builds automatically.
Can I import an existing district structure?
Yes. Add district and region columns to your assignment file and AlignMix places every territory in its district on import.
How many territories should a district have?
Aim for 8 to 12 per district manager, kept consistent across districts, and keep each district contiguous.
Build your hierarchy the easy way. Try AlignMix free or book a demo.