The territory lasso tool selects whole sales territories by dragging across them. It works like the ZIP code lasso you may already use, with one difference: the ZIP lasso grabs individual ZIP codes inside a shape you draw, while the territory lasso grabs entire territories. Touch any part of a territory and the whole thing comes along.
How the lasso works
Hold the left mouse button and move the tool across the map. The moment it crosses into a territory, that territory lights up with a red outline to show it’s selected. Keep the button held and drag into the next one, and it joins the selection as soon as you touch its border. You can grab a single territory or a dozen in one motion.
If you have territory labels set to show a data set, you’ll watch the running total climb as you add territories. Lasso three territories and the label sums the sales or population across all three; lasso ten and it sums ten. You choose which data appears in these labels through configure layers.
The summary that appears when you let go
Release the button and AlignMix shows a summary of everything you selected. Every territory’s name and ID is listed, along with the data sets tied to each one. Lassoed ten territories, you’ll see all ten broken out here. From the summary you can drill into the ZIP codes and accounts inside the selection before you decide what to do with it.
What you can do with a selection
Click next and AlignMix gives you three choices for the territories you’ve lassoed:
- Assign them to a new district. Type a name and click finish, and the selected territories roll up under a fresh district. The second level defaults to “district,” so this is how you start building a hierarchy straight from the map.
- Assign them to an existing district. Pick from the drop-down of districts already in your file. If the list is empty, you haven’t created any districts yet.
- Delete them. This clears only the territory assignment, not the accounts or data underneath. You’re left with a blank, unassigned area where the territory used to be, ready to redraw.
Rolling territories up into districts this way is a Pro feature. For the bigger picture on the three-level hierarchy, see assigning territories to districts.
When to reach for it
The lasso earns its keep when you’re reorganizing at the district level rather than fiddling with single ZIPs. Grouping a cluster of neighboring territories under one district, pulling several out to delete and rebuild, or reading the combined sales of an area before you commit all go faster by dragging a loop than by clicking territories one at a time. For ZIP-level moves, the touch align tools are the better fit.
Frequently asked questions
What’s the difference between the territory lasso and the ZIP code lasso?
The ZIP code lasso selects individual ZIP codes inside a shape you draw. The territory lasso selects entire sales territories, capturing each one the moment you touch any part of it.
Can I see combined data while I lasso?
Yes. If your territory labels are set to show a data set, the total updates live as you add territories, so you can read the combined sales or population of everything selected. Set which data shows in configure layers.
Does deleting a lassoed territory delete its accounts?
No. Deleting only clears the territory assignment. The accounts and data stay put, and you’re left with an unassigned area you can reassign or redraw.
Do I need AlignMix Pro to use it?
You can lasso and view territories in any version. Rolling the selection up into districts and regions is a Pro feature.
Want to try the lasso on your own map? Download AlignMix free or book a demo.