Creating an index is the first step in designing balanced territories.
A sales territory index is the unit of measure that we use to create balanced sales territories.
The easiest way to create an Index is to use the create an Index tool in AlignMix
Before you begin creating an Index you first must make sure that you have data sets that you plan to use as part of your sales territory index calculation.
The first step in creating you account index is to open an AlignMix file and click on the Tools Tab (1)
Next, click on the "create Index" button
On the Calculate index screen first type in the total number of sales territories (1) that your sales territory design will have. Next, fill in the weights for each data set (2). We recommend using 60% for workload. 10% for sales and 30% for potential sales.
When you have finished assigning the weights to your data sets click OK.
Your sales territory index is created as soon as you click the OK button in the previous step. In order to display the index as a label on your map you simply need to configure layers and add a new label. To learn how to add this new label click here for more info.