Create Territories from Seed Points

Seed Points are point locations used in Territory Design to determine starting points for creating territories. Seed points can be anything from franchise addresses and sales offices to distribution centers and are a common method for creating territories. For example, if you have a group of salespeople in offices around the Greater Chicago area, you can use this option to create and balance their respective sales territories using a base geography around each location.

Optimal Number of Territories Calculation

Optimal by Distance

Optimal Number = Current Territory Extent Area / Maximum area of territory (pi * Maximum Distance^2)

If a Territory Extent is not set, the area of the entire base layer will be used.

Setting Capacity Values

Setting capacity values is an important feature to constrain your territories. A capacity value is a threshold you can set to ensure that a territory does not exceed one or more variable limits. For example, you can specify that all territories must stop growing in an area when a population of 150,000 is reached. The 150,000 figure is the capacity value. You can also set a tolerance value if more than one variable is used to create territories. A tolerance value gives a plus-or-minus range of the capacity value and allows more overall balanced territories. For example, if the capacity value is a population of 150,000 and the tolerance is set at 20,000 people, then the range is 130,000 as a floor and 170,000 as a ceiling. This section provides more information about creating territories by setting capacity and tolerance values.

Option 1: Each variable reaches capacity value

Territory creation is stopped only if all variables reach their specified values. As a result, some variables can be much greater than specified.

Option 1 with Tolerance activated: Territory creation stops if some variable(s) reaches the specified value and some variable(s) reaches the floor boundary (specified value minus tolerance).

Option 2: Any variable reaches capacity value

Territory creation is stopped if any variable reaches its specified values. As a result, some variables can be much less than specified.

Option 2 with Tolerance activated: The territory creation will continue while any variable hasn't yet reached the ceiling boundary (specified value plus tolerance) or all variables haven't yet reached the specified value.

3/7/2014