Hot Spot View
The hot spot view is one of several thematic tools you can use to visually analyze your sales territories based on any data set that has been imported or created in your AlignMix file.
The hot spot view can be turned on at any time from the territory alignment tab. Click on the Map tab at the top of your screen and then click on visible. Right away you will see the colors of your sales territories change. Each zip code will now appear as a different gradient of the original sales territory color. Lighter colored zip will be zip codes that are low for the selected data set. As the color gradient gets darker there is more and more of the selected data set in that zip code. The default data set for the hot spot view will be an account count (if you have imported sales accounts into this file). You can click the drop-down menu in the top left of the screen and select a different data set. While in this view you can still use the lasso and touch align tools just like you can when you have the hot spot view turned off. Any views and labels that you had on while looking at territories will appear here too. You can change what labels and layers are shown in configure layers. To turn off the hot spot view click the visible button again and the colors of the territories will return to normal.
Over Under Thematic Map
The over under thematic map can be used for any data set that has been imported or created in your AlignMix file. This thematic map will show you which sales territory fall above or below a set threshold. Most often this view is used together with a sales territory index in order to pinpoint which sales territories have too much or too little sales territory index.
There are two ways to open up the thematic over under view. The first way is from the home menu. Click the add view button, and select thematic, then over under thematic map. The second way is to open a new tab, select thematic from the left and then select the over under map. If you have created a sales territory index, then that will be the data set that appears in this map by default. You can choose any other data set by clicking the drop-down menu in the top left. By default, the threshold will be set to plus/minus 15%. You can change this by typing in a new percentage. If you are using the sales territory index for this thematic view, then you will see right away which sales territories are above or below the set threshold. White sales territories are territories that are balanced and fall between the set points of 15%. In this case an ideal sales territory will be between 850 and 1150 index points. If the territory is red then it is above that 15% mark, and if it’s blue it will be below the 850-point mark.
While in thematic map view you cannot make changes to the sales territory boundaries. You will have to click back on the territory alignment tab and then use the touch align or lasso tools to make those changes. Any changes you make in the territory alignment tab will be immediately reflected in the thematic views.
Zip Code Thematic Map
The zip code thematic map allows you to see any data set as a thematic map at the zip code level. This type of thematic map will allow you to pinpoint zip codes that are high or low for the selected data set. There are two ways to access the zip code thematic map. From the home menu you can click on the add view button and then select zip code thematic, or you can open a new tab and click on thematic, and zip code thematic. Both methods will get you to the exact same zip code thematic map. When the map appears on your screen you will see each zip code colored a different gradient that will match the legend in the top right of your screen. You can select any data set that is found in your file from the top left in the drop-down menu. When you select a different data set the map will automatically change to match that new data set. You can further customize the map in Customize categories. Here you can increase the number of data buckets and change the color of individual buckets so that you can pinpoint zip codes that meet a certain range of data. You can also change the colors of the entire map by choosing a different color palette.
While in this zip code thematic map you will not be able to see where your current sales territories are unless you turn on those labels. You can do this by clicking on configure layers and then turn on the territory boundaries and labels. You will now be able to see the thematic zip code map with your sales territory boundaries overlaid.
Territory Thematic Map
The territory thematic map operates the same way as the zip code thematic map but will show data at the territory level. There are two ways to access the territory thematic map. From the home menu click on the “add View” button and then select thematic, then territory thematic map. The second way is to open a new tab and then select thematic map from the left menu and then choose territory thematic map. Both methods will bring you to the same thematic view. Any data set that has been imported or created (sales territory index) can be selected for this thematic map. To choose a different data set click the drop-down menu from the top left of the screen. Each sales territory will appear as a different shade depending on the value of the data set for each sales territory. Each shade will match the thematic legend in the top left of the screen. You can customize the number of buckets and the color of individual buckets by clicking on the customize categories button. By default, the territory labels are set to off while in this thematic view. You can turn on any sales territory labels by going to the configure layers options and turning on the territory labels.
Bi-Variate Thematic Map
The newest thematic map is the Bi-variate thematic map. This thematic map allows you to compare two variables to determine if there is a relation between the two data sets. If you have not imported any data into your AlignMix file, then you will not be able to use this thematic map. You will need at least two different data sets for this thematic map to work properly.
You can adjust the break points manually or by using the set breaks points tool. The “Set break points tool” is where you can move the x and y axes for the two data sets. As you adjust the break points the thematic map in the background will update in real time as the breakpoints are changed. This thematic tool is perfect for finding sales territories that meet the conditions that you set in the break point tool.
The AlignMix chart allows you to view any imported or created data set in chart form. In the top left of the chart view you can click the drop-down menu and select any data set to be displayed in this chart. If you have created a sales territory index, then that will be the default data set that appears in the chart.
AlignMix will take the average of the data set and then set a range of plus/minus 15%. You can adjust this percentage by moving the chart lines up and down or by manually entering the new percentage at the top of the screen. If you have created a sales territory index with an average territory index of 1000 points, then an ideal sales territory will be between 850 and 1150. The red portion on the right of the chart are the territories that are above this set threshold and the blue section on the left are the sales territories that are too low on index. This is the ideal place to look before balancing and optimizing your sales territories because this chart gives you a picture of how your sales territories currently stand when it comes to the selected data set. As you move sales territory boundaries in the first tab and balance your sales territories, this chart will be updated instantly to reflect the changes made in other open tabs.
The over under thematic map is a map representation of this exact chart. It’s best to view both the chart and thematic over under map at the same time so that you can pinpoint exactly which sales territories are too high and which ones are too low.