Territory Lasso Tool

The territory lasso tool operates the same way that the zip code lasso does. You simply click and drag out an area that you want lassoed. The main different between the tools is that the zip code lasso tool will lasso zip codes and then you can lasso a custom shape. The territory lasso only lassos entire sales territories. You can lasso an individual sales territory or multiple territories at the same time. You can also have the labels show the total sum of a data set as you lasso. As you lasso territories the label showing sales or population will increase as you lasso more sales territories. When you release the left button on the mouse you will see a map query appear showing you all the details pertaining to the lassoed sales territories. You can then view the zip codes and accounts that are found in those lassoed territories. When you click on next you can then choose to delete the territories, assign them to a new district or assign them to an existing district.

To toggle on the lasso territory tool, you simply click the lasso button that is found on the home menu. When you click this button a drop down will appear, and you can then select the territory lasso tool. To use the tool, you simply left click on a territory, hold that left button down, and then move it. As soon as the tool moves slightly in the territory it will lasso it. You will see a red outline showing the territory has been lassoed. You can then keep holding down the left button and move the tool to lasso another territory. The tool will capture the territory as soon as it crossed the border and touches any part of that second sales territory. If you have additional territory labels enabled to show data sets then you will see this total increase with every sales territory that you lasso. You can set these labels in configure layers.

When you release the territory lasso tool a summary will appear showing everything that you have lassoed. The name and ID of every sales territory will be shown in addition to the data sets that are linked to each sales territory. If you lassoed ten sales territories, then you will see the details for all ten of those territories in this view. If you lassoed only one sales territory, then you will see just one row of data showing only the details for that one sales territory. This summary has two more tabs that you can click on. The first tab you can select is the zip code tab. This section will show you a full list of every zip code that is assigned to the territories that have been lassoed. If these zip codes also had any data sets linked to them then you would see those data sets shown in this view. If your file has accounts imported, then you will see a count of the account segments that are found in each zip code. You can also sort data by clicking on the column labels. Each click will sort it from highest to lowest or lowest to highest.

The second tab shows the accounts that are found in the lassoed sales territories. If you imported your sales account data with an Account ID then you will see that ID appear first on the left side of the pop up followed by the name of the account and then all the data linked to each sales account. Only account-based data will appear in this view. If you imported population data linked to a zip code then that data will not appear in the accounts tab, it will only appear in the zip code tab. You can also sort the data by clicking on the column labels.

After lassoing your sales territories you can click on the next button to view the next screen. In this new view you can now choose to assign the lassoed sales territories to a brand new district. By default the second level of hierarchy is set to district. This feature is only available to AlignMix Pro users. If you choose the first option you can then type in the name of this new district. Click finish to apply that change. The second option allows you to assign the lassoed sales territories to an existing district. Select this second option and then you will see a drop-down menu appear that will show all the names of the districts that currently exist in this AlignMix file. If no districts appear in this drop-down, that means you have not created any districts yet. The third option will delete the territories that you have lassoed. This will not delete the accounts or any data sets that are found in these territories. It will only delete the territory that was lassoed leaving a blank unassigned area where that territory once was.

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