Table of Contents
Table of Contents
When displaying sales territory data via the sales territory label you may forget which data set you are actually looking at (especially if you have multiple territory labels). This is why in AlignMix you can add a custom sales territory label prefix to any sales territory label. You simply click on Configure layers and then select territories.
From here you simply add the caption for the sales territory label and click okay.
The territory properties is where you can easily change the name and ID of your sales territory and also change the sales rep assignment and district assignment. From these properties you can also lock the territory, change the color and also view a summary of all the data sets and accounts assigned to this one sales territory.
To access the territory properties, you can right click to pull up the radial tool. From the radial tool you click on the properties button that appears on the right side of the radial options. You can also hold the [Ctrl] button on the keyboard and then right click on a sales territory.
This will bypass the need to access the radial tool first. This properties menu can also be viewed on a district and region map. When the territory properties appears on the screen it will show you all of the data pertaining to the territory that you have clicked on.
You can confirm this by looking at the labels in the territory properties. It should say the ID and name of the territory that you have clicked on. The territory will also be outlined in a red color to show you that this is the territory that you are looking at.
If you are creating sales territories from scratch using the lasso and touch align tools then the software will default to naming each sales territory “territory 1, territory 2, territory 3” and so on. By using the territory properties, you can change the names and IDs for every sales territory. You cannot have the same ID and name represent two sales territories. Each name and ID must be unique.
If you try to name a territory a name that already exists, it will show up with a red x next to the ID indicating that you cannot save this territory with this new name. You then need to rename the territory and click OK to apply the changes. You can also change the names and IDs of your sales territories by using the territory table view.
The territory properties also allows you to assign sales reps to your sales territories. If you click on the first drop-down menu you will see a full list of every sales rep that is currently in this file. The most common way for pulling in this list is via a sales rep import.
You can also add sales reps manually by clicking on the plus button next to the sales rep drop-down. In this new window you can type in the name of the sales rep and then the home zip code. When you click okay, then okay again the sales rep will be assigned to this sales territory and an icon will appear in that zip code representing that sales rep.
You can also use the territory table view to re-assign sales reps but the table view does not allow you to add new sales reps, you can only add new sales reps by using the territory properties or use the edit sales rep button found on the home menu.
The second drop-down menu shows you the assigned district. By default, the hierarchy is set up as sales territories are assigned to districts and districts are assigned to regions. This can be customized in the AlignMix options.
The hierarchy tools are only available to AlignMix Pro users. If you have created districts they will appear in this drop-down. You can then click on a district to assign this territory to that district. You can create a new district by clicking on the plus button and then typing the ID and name of this new district.
When you click ok you will see that this new district now appears in the drop-down, click ok to apply this new change. You can also create new districts by using the territory lasso tool, or by using the district map and using the touch align tool in that view.
You can also use the territory properties to change the color of the sales territory. Simply click on the button that says “color” and the territory color palette will appear. Select the color and click okay.
You can also change the color of any sales territory by clicking on the recolor tool found on the home menu or by using the radial tool and clicking on the color button. One final way to change the color is to use the territory table view.
The label in part section of the territory properties allows you to move the label from the largest non-contiguous part of the territory to the second or third largest. This is an option most users use when working in the Seattle/Alaska territory. The label will typically appear in Alaska, but you can move it to appear in the Seattle portion of the territory by clicking on the “set clicked” button.
That label will move to be over the Seattle area, if that’s where you initially clicked for the territory properties.
The final section of the territory properties shows a total sum of every data set that has been imported or created. These are the sums of the data sets for only this one sales territory. The bottom most section will show you a count of all the account segments that are assigned to this sales territory including any account overrides.
The territory table view shows all the sales territories that you have created in an easy to understand and use table view. In this table all the data is summed up to the territory level. You can also edit the territory ID/Name, assign/reassign sales reps, and assign/reassign the sales territories to districts (first level of hierarchy).
The same type of table view can be opened at the district and region level if you are an AlignMix Pro user. If you are using the AlignMix Pro trial, you will also be able to view the three tables. AlignMix standard users (free version) are not able to create hierarchies and therefore cannot open district and region tables.
To open a territory table view you first need to open AlignMix. If your file does not have any sales territories imported or created, then your territory table will be blank. Next, click the plus button next to the territory alignment tab. This will open up a new tab.
Now click on tables on the left side of the new window and select territory table. The territory table will appear on your screen. This same process is used if you are a Pro user and want to view a district or region table.
On the far left of the territory table you will see a checkbox next to every sales territory. You can select one or multiple sales territories by clicking the check box. You can then click the delete button to delete the territories that have been checked.
You can also delete sales territories from the territory map view by right clicking on a sales territory to open the radial tool. Then simply click the delete button. If you have deleted the sales territories by accident you can undo this action by clicking the undo arrow that is found in the top left on the AlignMix software near save icon.
Next to the check-boxes you will see a color box. This box shows you the color of the sales territory from the first tab. Double clicking on the color box will open a new window that allows you to change the color of the selected sales territory.
Next to the color boxes you will see the territory ID and territory name for every sales territory. Double click on the ID and or the name and you will be able to change the text. You can also rename the sales territories from the territory properties that you can access from the first tab by right clicking on a sales territory and then clicking on properties.
The next column of data will show the sales rep that is currently assigned to each sales territory. If this area is blank that means that you do not have any sales reps currently assigned to these sales territories. Double click on the field where the name appears, and you will see a drop-down appear showing the name of every sales rep that is currently in this file.
You cannot create new sales reps from the territory table view. You can only create new reps from the territory properties or the edit sales reps’ options.
Next to the assigned sales rep you will see the assigned district. By default, the Pro version will assign sales territories to districts, and districts to regions. This can be changed in the AlignMix options.
Double click on the assigned district and a drop-down menu will appear showing the name of every district that is in this AlignMix file. If no districts appear in the drop down that means you have not created any districts. To create a district, you will need to do that in the territory view tab or in the district map tab.
The next two columns are check-boxes. Visible and locked. When visible is checked that means that the sales territory is visible in the first tab where you have your map created.
If it is not checked that means that the sales territory is hidden. It has not been deleted; it is only hidden from view. The locked section when checked means that the sales territory is locked and cannot be modified.
If it is not checked that means that you can make changes to the sales territory.
The contiguous section will show either a yes or a no. Ideally all territories should be contiguous. This means that there are no satellite areas of the sales territory that are not touching the main land mass of the sales territory.
Not all sales territories will show up as fully contiguous because of islands that exist. If it says “No” that means that the territory is non-contiguous. You can then double click the No and the software will flip to the first tab and zoom into that area that is non-contiguous.
Moving towards the right side of the territory table you will see a total count of all the zip codes and accounts that are assigned to each sales territory. Moving to the far right you will see every data set summed up to the territory level.
The override section has to columns. Gains and losses. A gain means that the territory has an account assigned to it that is not geographically located within that territory and a loss is the opposite.
A loss is when there is an account in a territory that is not assigned to that territory.
At the top next to the delete button you have two more buttons. The edit columns button and export button. The edit column option allows you to remove columns from the territory table view. The export button will export this table to Microsoft Excel.
This same type of export can be performed by using the Export to Excel Export.
The AlignMix Radial Tool is an easy way to access several options for your selected territories. The Radial Tool can be used at any time while using the AlignMix 2016 Territory Mapping Software. The video above will show you how to use this tool step by step.
The Hide tool is a very powerful tool that allows you to hide territories that you are not currently working on. Lets say you only want to focus on a few states in the Northeast. You can simply hide all of the other territories so that you can focus on just the ones that need attention.
Click play on the video above to learn how to use the Hide tool.
One of the most requested feature updates has finally come to AlignMix! You can now customize where you want your sales territory labels to appear.
With just a few clicks you can now select which noncontagious sales area should have the sales territory labels.