Why Sales Territory Labels Sometimes Appear Missing
When importing or creating sales territories, you may notice that one or two labels appear to be missing. Most often this occurs with Alaska and Seattle. By default, AlignMix centers the label over the largest land mass of a territory. In cases where Alaska is combined with Seattle, the label may be centered over Alaska and not visible when viewing only the contiguous United States.
Turning Sales Territory Labels On
If no labels appear on your sales territories, it may be because territory labels are turned off. To enable labels, click on the View tab at the top of the screen and then select the territory label button.
Another way to turn on labels for all sales territories is to open Configure Layers, select Territories, and ensure the checkbox for labels is enabled. From this view, you can also add additional territory labels by clicking the green plus button.
Viewing Labels While Using Lasso Tools
Territory labels will also appear when you lasso an area on the map. Any data set configured as the territory label will appear and dynamically update as you increase the diameter of the lasso. This behavior applies to all lasso tools.
Fixing Labels for Non-Contiguous Territories
The most common reason a label appears to be missing is that the sales territory is non-contiguous and the label is hovering over another geographic area. Many companies combine Alaska with Seattle, which often causes the label to appear over Alaska instead of Seattle.
To move the label to the visible portion of the territory, right-click on the territory and select territory properties. Below the drop-down menus, click the button labeled “Set Clicked.” This moves the label to the geographic area where you right-clicked.
For the Alaska/Seattle scenario, simply right-click on Seattle and click “Set Clicked” to move the label so it appears over the Seattle portion of the territory.
Adjusting Label Placement for Multiple Non-Contiguous Areas
If a sales territory has multiple non-contiguous areas, you can move the label to any of them by clicking “Set Clicked” or by adjusting the number field next to it.
A value of 1 places the label in the largest geographic portion of the territory. Changing the value to 2 places the label in the second-largest portion, and a value of 3 places it in the third-largest portion if applicable.
Using Label Placement at the District and Region Level
The same methods for moving labels can be used at the district or region level.
Districts and regions can only be created if you are using the Pro version of AlignMix. If you are using AlignMix Standard, you will not be able to build a hierarchy within the software.