Design sales territories by ZIP code

This article describes how to design sales territories.
Related article: Design sales territories by county or state.
Related article: Create territories by ZIP code from file.

In Map Business Online you can setup sales territories by ZIP code, county, state and other alignment layers like Census tracts or MSA.

There are following methods available to build your sales territories:

  • Create sales territories from a file. This article describes that method in details: Create territories by ZIP code from file . Use the method when you already have a file with territory definitions.
  • Setup sales territories manually by selecting geography on map. That’s the simplest method where you just click or shift-click desired areas on map to make a territory. The method is described in the article.
  • Build sales territories by spatial search. Use the method when your territories are defined by radius or drive time. The method is described in the article.
  • Make sales territories from Data window by applying custom attribute search. Use the method to define your territories by demographic characteristics or sales targets. The method is described in the article.
All the territory setup methods can be combined to instrument you with powerful tools for designing sales territories.

  1. Before you start let’s decide whether territories are allowed to intersect. If you want to keep your territories disjoint then do the following:
    1. Open Map & Data window if it is not already open.
    2. Click gear icon on Map & Data window toolbar. ‘Manage map and data’ dialog will pop up.
    3. Select ‘Territory options’ tab in ‘Manage map and data’ dialog.
    4. Uncheck ‘Allow territories to intersect’ box.
  1. Start by turning on the ZIP code map layer if you don’t have it in your map. You can do that either by checking visibility box in Map & Data window or by selecting ZIP codes map template. See the picture below.
  1. You may want to zoom or pan map to the area where you plan to create territories. See following articles on how to navigate around map: Zoom & pan map; Find address.
  1. Let’s explore the second method of creating or editing territories by selecting geography on map. Click a ZIP code on map, that is part of your territory, to select it. Notice that small toolbar will appear nearby.

    Tip: If you don’t see ZIP code label you can stop mouse pointer over ZIP code and tooltip with ZIP code number will pop up.
  1. If your territory consists of multiple ZIP codes just click each of them holding SHIFT key.

    Zoom and pan map as you work through selecting ZIP codes.

    Once you have all territory ZIP codes selected click the puzzle icon on the small toolbar.
  1. ‘Create or edit territory’ wizard will start. If you are creating first territory then just enter its name in the dialog provided and click Create button. New territory will be added to map and its content will be selected in Data window. You can see number of ZIP codes in the territory at the bottom of the window.

    To change created territory color open up colors box in Data window and select a color.

    Notice how map legend appears with territory listed in it.
  1. If you already have territories on map then you will see more options for selected ZIP codes: create new territory, add selected ZIP codes to existing territory, remove selected ZIP codes from a territory, update existing territory to contain only selected ZIP codes, or intersect content of existing territory with selected ZIP codes. Choose desired option, territory, and click Edit button.
  1. Let’s now look at creating or editing sales territories by spatial search. You can use Radius or Polygon draw tools to search ZIP codes.

    Tip: You may want to zoom or pan map to the area where you plan to draw circle or polygon. See following articles on how to navigate around map: Zoom & pan map; Find address.
  1. Click an icon in Map Business Online’s spatial search toolbar and follow instructions that will appear in the upper left corner to draw a circle or polygon on map. In the example below we search ZIP codes by circle near Dallas.
  1. Dialog with search options will popup. Select ZIP codes layer and click Next button.
  1. In the next dialog box select whether you want to create new territory or edit an existing territory.

    Enter territory name and click Create button.

    Or choose editing option, desired territory and click Edit button.
  1. There is also the option to create or edit sales territories from Data window. Let’s say you want to filter territory so that it contains only ZIP codes with household income greater than certain threshold.
  1. Start by adding household income data to Data window. Read this article on how to do that: View data in tabular form.
  1. Select desired territory in Data window using the box in the upper left corner of the window.
  1. Click Filter icon located on Data window toolbar.
  1. ‘Filter data’ dialog will pop up. Inside the dialog select Demographic data and Median household income. Then choose ‘>=’ for greater or equal operation and enter desired income value into corresponding box. Click Filter button to apply that filter criteria to Data window.
  1. All you need now is to update territory with ZIP codes found by the data filter. Click puzzle icon with two arrows on Data window toolbar as shown on the following picture.
  1. In wizard that will start select ‘All geographies visible in Data window’ on first page and click Next button.

    On second page select ‘Update’ option, desired territory, if not already selected, and click Edit button. The territory will be updated on map.
  1. Following help articles may be useful when designing territories:
  1. This article explains how to show total sales or demographic data value in territory label: Customize territory labels.