Table of Contents
Table of Contents
All of the data that you have imported into the AlignMix software and assigned to a district will be displayed in this District Table. You can also toggle the visibility of each district allowing you to view one district at a time on the map. In addition to toggling the visibility of these districts you can also lock entire districts from this table view so that no changes can be made to the territories and districts.
Account overrides (Special OwnCreating Districts and Regions can only be created if you are using the Pro version of AlignMix. The Pro version allows you to create a hierarchy. By default, you have territories assigned to districts, and districts assigned to regions.
These terms are set by default and can be changed by modifying the terms in the AlignMix options. If you only have two levels, then you need to make sure that second level term matches what your organization uses. If the second level is called Region, then you should go into the options and rename the second and third levels.
Even if you are not using the third level you will want to rename it so that you do not have two regions appear as the second and third level. Simply change that third level to district or area in order to avoid any confusion.
If you are using the 2-week Pro trial, you will be able to create districts and regions but after the trial is over those assignments will be hidden and not included in any exports until you purchase the Pro version. AlignMix standard (Free) users can only create 10 sales territories and do not have the ability to create any hierarchy assignments.
The region assignment can be imported along with the zip to territory file. The zip to territory file is the basic import that will create your geographic sales territories. All you need for this import is a list of zip code in one column and the assigned sales territory in the second column.
The import process will locate each zip code and assign that zip code to the territory that appears in the excel file. This sip to territory import can also import the district assignment and the region assignment at the same time. You simply need to include the Zip and territory data just like in the regular zip to territory export and then you need a district column that assigns each territory to a district and then a region column that will assign those districts to a region.
After you drag those 4 data columns to the corresponding sections on the right and click next, the software will go row by row in your data set and create all of those assignments in the AlignMix map. When the import is finished you will see that all your sales territories will be shown on the first tab. You can then open a district tab to see the districts and then a region tab to view the region map.
If you do not have all your region assignments listed in an excel file you can create these assignments manually. In order to create any regions, you first need to have districts created in your file. The first way to create these assignments is to use the district properties tool.
This is accessed right clicking on a district and then select district properties. The district properties view will appear on your screen. Here you will see the name, ID, assigned Sales district manager, and assigned region.
If you have not created any regions, then the second drop-down will be unavailable. But if you have created some regions you can click this drop down and select the region you want this district assigned to. To create a brand-new region, you can click the plus button on the right side of that drop-down menu.
Then type in the ID and name of the new region and click on OK two times. This will create the region assignment for this district.
While in district map view you can lasso multiple districts at one time using the district lasso tool. This tool works the same way that the territory lasso does when using the territory map view. Use the district lasso and lasso a couple districts.
When you let go of the lasso a district query will appear. From here you click on next and will see a few options appear. You can now choose to assign all of these lassoed districts to the same new region or select the second option which will open up a drop-down menu (only if you already created regions) showing all the available regions for assignment. Click on finish and the assignment will be complete.
The district table view will also allow you to assign each district to a region. This process will only work if you have already created regions using the previously mentioned methods. In the table view click on the are that says region assignment.
This will now show as drop-down menu shoeing every region that has been created in this file. Select the region and then click anywhere on the screen to confirm this assignment.
The final way to assign districts to regions is to use the touch align view while in region map view. This process operates the same way in the territory and district map view. In region map view enable the touch align tool.
If you have zero regions created, then the whole map will appear as the same color. With the touch align tool click and hold on a district. You will see right away that the area will change color.
This created your region. Now while holding down the left button on the mouse, move the cursor to capture another district. You will also see the number that is centered on the region go from 1 to 2.
This means that you now have two districts assigned to this region. This label is set by default to show the span of control of this region (total number of districts assigned to a region). You can change the label to show the region name by using the configure layers tool.
The new District Map View allows you to see all of your districts and territories on the same map. Using the patent pending touch align tool you can easily assign territories to other districts and see these changes instantly. This is the perfect view for district managers to see where their district borders lie and which territories belong to them in an easy to view layout.
Many clients have requested that we integrate a district layer into the territory map view. So we did! In order to use this feature you first need to create districts (click here to learn how to create sales districts). Once you have districts created you can easily toggle on/off the district borders with one simple click.
This new district border layer allows you to see every sales territory that you designed in addition to the borders of your sales districts on your sales territory map. To learn how to toggle this district border on and off just watch the video above.
You can now use the patent pending touch align tool to create sales districts in the district map view. You simply click on an area on you map, and while still holding the button on your mouse down select the areas you want added to the new sales district. Then let go, and you’ve created a new sales district.
It’s that easy. If you’ve used this touch align tool for creating sales territories then creating sales districts will be a breeze. For a detailed explanation of how to use this tool please watch the video above.
The Pro version of AlignMix allows you to create a three-level hierarchy. You can assign sales territories to districts and districts to regions. By default, the three levels are called territories, districts, and regions but you can change this in the AlignMix options. If your organization only uses two levels, then you can ignore the third level.
Just make sure to name that third level something different than the two you are using for your files in order to avoid any confusion.
You can automatically assign sales territories to districts during the import process when you import your zip to territory assignments along with the territory to district assignments. The software will locate the zip code and assign that zip code to the sales territory that is in the excel file, the software will also assign that sales territory to the district. This process will only work if you have all the assignments in excel format and you are able to import the file correctly into AlignMix.
Once imported you can use the territory properties to re-assign territories to different districts from the drop-down menu that says “district”.
If you do not have district assignments in excel format, then you can create these assignments manually in AlignMix. There are several ways to create this manual assignment. Territory Properties, Territory lasso, territory table view, and District map view.
To assign a territory using the territory properties you first need to have created a territory. Then right click on the territory to pull up the radial tool. Now select territory properties. A new window will appear showing all the data pertaining to the territory you have clicked on.
You will see the territory ID, name, assigned sales rep, and assigned district. IF you click the district drop-down you will the names of any district that already exists in your file. If you see no districts that means you have not created any yet.
To create a new district assignment for this territory, click on the plus button to the right of the district drop-down. Now enter the name and ID of the district. Then click OK, and then click OK again at the bottom of the territory properties window.
Using the territory lasso tool, you can lasso multiple sales territories at the same time. When you release the territory lasso tool a summary will appear showing you what you have lassoed. Click next.
You will now have the option to assign all of these lassoed sales territories to an existing district or assign them to a new district. Make your selection and click on Finish. You can verify that this assignment has been completed by view the territory properties for one of the territories you lassoed, and you should see that the territory is now assigned to a district.
Just click and drag the touch align tool around to capture the sales territories. By default, you will see a red number appear showing the total number of territories assigned to this district. You can change this label in configure layers.
Open configure layers then select district from the left side and then change the label to show district name. The software will also default to naming each district to district 1,2,3 and so on. You can then right click on a sales district and then choose the district properties.
Here you will be able to rename the district that you have just right clicked on. In district map view you can also use the territory lasso tool to lasso multiple sales territories at once. When you release the lasso tool you will see the territory summary appear showing you details for all the territories you have lassoed.
Click next. You can now assign these lassoed sales territories to a new district or select the second option that allows you to assign these sales territories to an existing sales district.
The territory table view is another option for assigning territories to districts. This option will not let you create a new a district, but you can use this option to assign territories to other districts that have been created using the other processes. To open up the territory table view click the plus button at the top to open a new tab.
Then select tables from the left and now choose territory table. The territory table will show you a table summing up all the data to the territory level. You can assign territories to districts by double clicking the district cell.
If no districts appear in this drop-down that means you have not created any districts yet. You will then need to use the previous methods for creating new districts.
Many organizations have a hierarchy when it comes to their sales territories. It can either be districts then territories, or regions to territories, etc. That is why we decided that the newest version of AlignMix should allow users to do just that.
You can assign your territories to a district with just a few clicks. You can then even view your districts in the district table view where all of the data is broken down by district in a easy to view format. The above video will show you step by step how to assign you newly designed sales territories to districts or regions.
When creating sales territories in AlignMix or any other sales territory mapping application you need to easily change the colors of territories so that you do not have two territories side by side that are the same color. When this happens its hard to tell where one territory ends and the other starts. When importing data, you may see this happen if you have a lot of sales territories grouped into a small area on the map.
When this does happen, you can easily change the colors of the one territory or all of the territories at the same time. If you are using the Pro version of AlignMix you can apply all these methods to changing the colors of your sales districts and sales regions if you have created a hierarchy.
The most common way to change the color of an individual sales territory is to click on the re-color tool on the home menu. After you select the re-color tool, left click on any sales territory. This will immediately change the colors of that territory.
You can keep clicking and the colors will cycle through the color palette. To change the color palette, click on the Map option at the top of the screen. The first option is selected by default.
You can choose any other palette and all the territory colors will change colors at the same time. If you open the drop-down menu you will see a dozen choices to choose from. There is also a color palette that works well for users that are partially color impaired.
If you are using any other alignment tool you can press and hold the R button on your keyboard and that will turn on the re-color tool. As soon as you let go of the R button the tool will revert to the tool you were originally using. The same keyboard shortcut can be used when you are viewing a district map and the region map.
Another way to change the color of a territory is to open the radial tool and select the color button. This method allows you to choose a custom color that is not part of the color palette. You can even use this view to add additional colors to the color palette that is currently selected.
The right side of the color selection window allows you to type in the hex numbers for creating custom colors. The radial tool method can be used for the district and region map views.
From the radial tool you can also access the territory properties. In the territory properties you can edit the territory name, ID, assigned Sales rep, and assigned district. Below the second drop-down you will see a color box.
Clicking this color box allows you to change the color of the territory. You can also change the color of the lock that appears when you lock a territory. If you are working on a district map you can open the district properties and change the district colors this same way.
The same method can be used when you are working on the third level of assignment. By default, the third level is Regions. Opening the region properties will allow you to change the region name, ID, assigned region manager and change the regions color.
The final way to change territory colors is to open a territory table. The far-left side of the table will be a color block. Clicking this color block will open the color selection view where you can change the color of the sales territory.
The limitation with this method is that you cannot see the territory you are customizing. You will have to go back to the territory alignment tab to view the color changes. You can change the colors of districts and regions the exact same way.
The district table view will also show a color box on the far left. Clicking that box will allow you to change the color of the district. The same limitations apply at the district and region level.
You will need to revert back to the map views in order to see what the districts and regions look like after the color changes.