In this AlignMix How to to video I’ll show you how to use all the analysis tools that come with AlignMix. To start with I’d like to show you the hotspot view now when you opened up a file simply click on map and then click here on visible. This will create the hotspot view; basically it will show you where all the hotspots are located within a sales territory and those higher areas are represented by a darker shading of that color. To customize which data set is used, click here on the drop down menu and for this example let’s use sales so you can see the darker areas within each territory represent areas of higher sales and the ones that are in the lighter colors represent lower sales.
So let’s toggle that of, let’s go back to home now if we click here on the plus button we can click on maps and you’ll see different maps to choose from. This is where you find a thematic mapping we’ve already touched on the district maps so well skip that for this video lets click on this first one the thematic map showing the over and under. Here you will see which territories are over and which one are under a certain metric. So for this example click on the drop down menu and ill select the index so the ideal balanced sales territory design I actually have all of these in white. So this is actually a really good thematic tool to find which ones still needs some work.
So you can see the ones that are in dark blue, this North Dakota and South Dakota territory is way under, it’s very dark blue and the one neighboring; this Minnesota territory is actually dark red. So the way you could balance these two out is to shift some of this index from the right to the left. Which will hopefully balance these two out and you can do that when you go back to the territory alignment tab here and shift that from right to left. You can also customize this even further if you want to further customize this view you can adjust the percentages or the values to reflect different upper and lower bounds. So let’s move on to another fanatic map.
Click on the plus sign to open a new tab and let’s select this third option, thematic zip code map when you select this map it will default to the first type of data which is the account count. So let’s click here on index once again so this breaks down everything into zip codes so the darker areas represent zip codes with the highest index, white of course represents almost no index, so to further customize this map by clicking on custom categories let’s say we want 20 different buckets shown click okay now here in the index you’ll see 20 different buckets if I want to customize that even one step further let’s say I want this one bucket to be shown in a lime green color click okay and okay so now here in the legend you’ll see that 20 to 25 index and that will be shown in lime green and those are all shown on the map you can also click here to reverse the color map to show basically the opposite color view, lets revert back. You can also customize it the way your colors look.
So let’s open up another thematic map, let’s open the territory thematic maps essentially this is the same thing as the previous map only on a territory level. If we select sales using this view we can see which territories have the highest sales. Of course the dark blue ones, the light colored ones especially the white ones have the lowest sales so just from this view alone you can find that this North and South Dakota almost no sales compared to the ones neighboring it. So you do have to do some more balancing here for this to work. And now let’s look at our final analysis tool. When you select the chart you have a very easy to use chart that will be based on any data set that you select here from the top menu so let’s select index.
Now here we can see which territories fall within a certain range that we’ve set. So if we’ve set a range of 15 percent for our index. So in the start here you can see that about 30 territories are over our set index and that means we not seeing all of our potential clients because these territories are too high index and then you see that we have 41 territories that are below index, so here we have to do some more balancing this is still an incomplete sales territory design.
If you go back to our first tab and start realigning and balancing all your sales territories based on the index and once you’ve done a completed balanced sales territory design all of this will be balanced out and you won’t have any territories that are over and non that are under. So this is another tool to use when you trying to create balanced sales territories and that’s it you just learned how to use all the thematic tools here in AlignMix.