How-To Videos
Short, practical tutorials that walk you through AlignMix from your first map to a finished, balanced territory plan. New to the software? Start with the Quick-start below, then follow the sections in order: import your data first, then design, analyze, and export. Already know your way around? Use the jump menu to go straight to what you need.
Getting Started
Get oriented and learn your way around AlignMix.
Quick-start Tutorial
A quick guided tour of the AlignMix workflow, from start to finish.
AlignMix Overview
A short look at what AlignMix does and how these tutorials are organized.
Navigating AlignMix
Pan, zoom, and find your way around the map and interface.
AlignMix Layout
How the workspace is organized, from panels to toolbars to the map.
Configure Layers
Turn map layers on and off to control what shows on your map.
Importing Your Data
Bring your accounts, reps, and geography into AlignMix.
Setting Up Your Data in Excel
Format your account, rep, and geography data so it imports cleanly.
Importing Zip Code Data
Bring ZIP code geography in as your territory building blocks.
Importing Sales Account Data
Load your customer and account data onto the map.
Importing Sales Personnel Data
Add your reps and their locations so you can assign territories.
Designing Territories
Build, balance, and structure your sales territories.
Alignment Tools
The core tools for drawing and adjusting territories on the map.
Clean Alignment Tool
Quickly assign geography to territories and tidy up boundaries.
Creating Sales Territories
Build territories from the ground up by grouping geography.
Creating an Alignment Index
Set up a balance index to measure and compare your territories.
Balance Sales Territories
Even out workload and potential so every territory is fair.
Creating a Hierarchy
Roll territories up into regions, divisions, and reporting structures.
Adding, Editing & Assigning Sales Personnel
Manage reps and assign them to the territories they'll own.
Analyzing & Visualizing
Turn your territories into views that reveal patterns.
Table View
See your territories and metrics in a sortable table beside the map.
Thematic Maps
Shade the map by sales, potential, or any metric to spot patterns.
Charts
Visualize territory data with AlignMix's built-in charts.
Exporting
Share your finished plan with your team and other tools.
Export to Excel
Send your territories and assignments back out to Excel.
Export Maps
Export high-resolution maps for presentations and reports.
Export to Google Maps
Push your finished territories out to Google Maps.
Need a hand?
Stuck on something these videos don't cover? Our team is happy to help you get the most out of AlignMix.
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