Territory Optimization Tools in AlignMix AI
This short video explains how to use the territory optimization tools in AlignMix AI
to create, balance, and optimize sales territories automatically. These tools are
available in AlignMix AI and are not included in AlignMix Pro.
What this video covers
- Optimizing territories from scratch
- Optimizing existing territories
- Optimizing only part of a map (Touch Optimize)
- Lasso-based optimization in AlignMix AI
- Batch Rename for territory names and IDs
Optimizer from scratch vs existing territories
- Optimizer from Scratch – creates territories automatically
when you are starting with an unassigned map - Optimizer for Existing Territories – balances and optimizes
territories you already created or imported
Optimize a specific area without changing the full map
With the Touch Optimize tool, you can select two or more territories and have
AlignMix AI balance and optimize only that region. This is useful when you need
to improve a hotspot area without impacting the rest of the country.
Lasso optimization in AlignMix AI
You can lasso an area on the map and have AlignMix AI create and optimize the
territories found within that lassoed area. This is a fast way to build optimized
territories in a targeted region.
Batch Rename
Batch Rename automatically updates territory names and IDs across your map. This
is a major time saver when you have created or imported many new territories and
need consistent naming conventions.