Creating and designing sales territories is extremely important to any company that relies on any form of sales. This is why AlignMix was designed to be fast and easy to use. You’ve spent some time moving your sales territories around and now its time to get this data out of the mapping software and into Microsoft Excel.
In AlignMix you easily export all of your sales territory, sales account, sales rep, and zip code data with just a few clicks. Click on file, then click on export, and then on Export To Excel. It is that easy!
Exporting Full Zip Code List
AlignMix allows you to export a full list of every zip code that exists in your AlignMix file. This same process applies to any country that you are using. If you are working on a map for Canada, then this process would export the Canadian FSAs into an excel file.
The zip code export will allow you to view every zip code that exists and show you what territory each one of these zip codes is assigned to. Some companies will call this type of file the “zip to terr” or the “zip to territory” or “zip assignment” file. When you have this type of file you can then easily import these zip code assignments into any mapping program to create all of your existing sales territories.
Any export that you use in the AlignMix software will give you all of the most recent data assignments. It will not include anything original assignments, it will only show you how sales territories and sales reps are assigned now. If you have created a USA map with 100 territories and removed 5 of those territories, then the export will only show the 95 territories that currently exist in your file.
The same applies if you have created an AlignMix file for any other base geography like the UK, France, Mexico, Canada, or China. Yes, AlignMix can be used with almost any country. For more information on International maps you can click here.
The zip code export is found in the export to excel button. When you select this option, you will be able to choose what you would like to include in the export. You can export a list of all the zip codes, a list of all sales accounts, a list of the sales reps, and a territory and district table.
The territory table is a view found in the software that shows all of the territory data summed up to the territory level. The same applies for the district and region tables. You do have the option to select every option during the export to excel export.
AlignMix will then place each of the options into a different tab in the excel workbook.
The account list export will show you all the details that you initially imported at the start of your mapping project and include the newest territory, rep, and district assignments. If additional data was imported linked to the account IDs, then that data too would be included in this export. Many users use this export to update their CRM systems with the new territory and rep assignments.
This saves a lot of time because every account can be updated all at once, and therefor no need to manually re-assign the sales accounts. If accounts have been deleted from your AlignMix file, then those accounts will not be included in the export because they no longer exist in the file that you are working on. The same applies for any territories that have been deleted and sales reps.
The zip to territory export does include more information than just the zip code and the assigned sales territory. If there was any data imported at the zip code level, then this data will to be exported during this process. The assigned sales rep will also be shown in a data column in this export.
If you created a hierarchy of assignments in your map, then the export will also show these assignments. By default, the hierarchy is territory, district, and region but this can be changed in the AlignMix options.
During the export to excel you can choose to select only one option. This is how you can export just the zip to territory file. If you click on next instead of finish you will have the chance to customize how the excel file will look.
You can change the colors and some of the fonts. If you click on Finish instead of next then the excel export will use the default settings for the export. You can always further customize the layout and colors by using Excel.
When the file is exported you can use all the usual excel functions. You can use the sort and filter functions to show just one territories assignment. If you planned on creating individual “zip to territory” territory exports, then you can save a lot of time by using the batch export tool instead of using the export to excel export.
The batch export tool will create a separate image and excel file for every sales territory that will include a zip code list and account list for each sales territory.
Exporting Maps & Data to a PowerPoint Presentation
This sort video shows you how to use Python to create a PowerPoint presentation from the data exported by AlignMix.
GitHub Repository: https://github.com/stevemaughan/AlignMix-Export-to-PowerPoint
Python Distribution: https://www.anaconda.com/distribution/
Udemy Course: https://www.udemy.com/course/data-analysis-with-pandas/
Sharing Sales Territory Maps and Data
Sharing Maps and Data
Sharing sales territory maps and data after you have completed a sales territory redesign project is extremely important to the majority of AlignMix users. Sales reps, district managers and region managers may want to preview what sales territories look like before going live and confirm if certain accounts are assigned to the correct sales territory. If these people do not have access to AlignMix then you will need to export your data and share maps via a MS Excel file with them.
There are several ways to export your sales territory mapping data. You can also export data by itself at the sales territory level or for every sales territory at the same time.
Export to Excel
The export to MS Excel feature is available in the Free and Pro version of AlignMix. This export is essentially a data dump of all the data that is found in your AlignMix file.
You can choose to export:
- Region Assignments (Only in Pro version)
- District Assignments (Only in Pro Version)
- Territory Data
- Zip Code to Territory Assignment
- Zip Code Ranges
- Sales Accounts
- Personnel Roster
Region Assignments (Pro Version)
Selecting the region assignments will create an excel tab that shows a table with every region and the data summed up to the region level. In this example regions are the second level of hierarchy. Territories are assigned to districts and districts are assigned to regions. This option is only available if you are using the Pro version of AlignMix.
District Assignments (Pro Version)
Selecting the district assignments will create an excel tab that shows a table with every district and the data summed up to the district level. In this example districts are the first level of hierarchy. Territories are assigned to districts and districts are assigned to regions. This option is only available if you are using the Pro version of AlignMix.
Sales Territory Data
The territory data export will export the territory table that you are able to see in the AlignMix software. All of the data that exists in the file will be exported and summed up to the territory level. This export will also show the assigned sales rep and the assigned district (first level of hierarchy)
Zip Code to Territory Assignment
The zip to territory export will give you a list of every zip code and the assigned sales territory. This export is also know as the Zip to Terr export. Many users use this export to update their CRM systems with the most recent sales territory designs.
Zip Code Ranges
The Zip Code Ranges selection will export a range of zip codes with their sales territory, district, region and sales rep assignments.
The sales account export will export every piece of account data that was imported into AlignMix. Any sales territory, sales rep, district and region assignments will also be shown in this export. If sales account overrides were created then this too will be shown in this export. This export can be used to be pulled into most CRM systems to assign the correct sales account to sales rep assignments.
The personnel roster export will show what sales reps are assigned to what sales territory, district and region. If you imported any additional sales rep information, then that too will be exported during this export.
Batch Export (Only Pro Version)
The batch export tool will allow you to export a single excel file and image file for every sales territory that you have created (if territory is hidden it will not export). you can choose several options when using the batch export.
The Batch Export can export:
- Export District Maps
- Territory Maps
- Excel Reports
- Detailed Territory Map
- Zip Codes
- Sales Accounts
Selecting District maps will create district maps that show every sales territory that is assigned to each sales district. You can also choose to have all the sales territories saved into district folders.
Selecting territory maps for the batch export will create a separate image file for every sales territory that is currently displayed on the map.
Selecting the Excel export will create a separate excel file for every sales territory. Within each Excel workbook you can have a sales territory map embedded into the file, a list of zip codes assigned to the sales territory, and also a list of accounts that are assigned to the sales territory.
Google KML Export (Only Pro Version)
This export can be used to import your sales territory shapes into other pieces of software like Google Maps, Google Earth, or any other software that supports KMl files. The major benefit of using this export is that you can overlay your sales territories on a google map that shows terrain, roads, landmarks and then share this map via a private link. You can also display sales accounts and also data sets linked to a sales territory. This can all be customized during the export process.
The KML export allows you to export:
- Sales Territory Boundaries
- District Boundaries
- Region Boundaries
- Sales Accounts
- Sales Reps.
Sales Territory Boundaries
Exporting the sales territory boundaries will allow you to overlay all of your sales territories onto a google map. Each sales territory will appear as a similar color that it has in the AlignMix software. When you import the KML file into a google map the sales territories will be placed on top of the google maps. The terrain, roads, and geography will be seen with the sales territory shapes overlayed on top of the map.
Exporting the District boundaries will allow you to show the districts on the google map. District and territory boundaries can both be imported into a google mymap. You can then toggle them on and off from view. The map will display all the terrain, roads and everything else that google maps is known for just now your sales districts will appear on top of the map.
Region boundaries operate the same way as district boundaries. You can import sales territory, districts, and regions into the same google mymap and then choose which layers to display.
If you have sales accounts segmented then you will be able to export a separate kml file for each type of segment. You will then be able to import each type of account individually into a google my map. after you import each account segment you can then toggle on/off the segments from view. The biggest benefit of using the kml functions is that you can have sales territories and accounts appear on the google map and then you can share the map via a private link to others that need to see the map.
If you have sales reps imported into your AlignMix file then you can do the sales reps kml export. Then when you import this file into the google mymap you will be able to see the location of all of your sales reps. The sales reps will even be colored in to match the color of the sales territory that they are currently assigned to. You can export and then import each one of these kml files into the same google mymap.