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Highlight and resolve sales territories overlap

This article explains how to resolve sales territories overlap.
Related article: Design sales territories by ZIP codes.
Related article: Design sales territories by counties or states.

In Map Business Online you can select the setting that will not allow territories to overlap. Please check referenced above articles for more information on how to prohibit territories intersection.

In certain situations you may want to keep territories overlap. For example if you have high potential area that requires more than one sales rep to handle it. In this article we will look at how to highlight territories intersection and how to resolve or change territories overlap.

  1. Highlighting territories overlap is as simple as few mouse clicks.
    1. If Map & Data window is not visible then click Map & Data tab centered on the left side of the map.
    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. Check ‘Highlight territories intersection on map’ box and select the color you wish to show territories overlap.
    5. You will get a map similar to one below. See how green color highlights two territories intersection.
  1. You can resolve territories overlap simply by selecting highlighted areas on map and assigning them to appropriate territories.
    1. In the example above just click first ZIP code to select it on map. Then hold shift key and click other ZIP codes to make multiple selection.
    2. You can see the small blue puzzle icon that appears. Click it to show ‘Create or edit territory’ dialog.
    3. In the dialog select ‘Remove from all except’ option that allows removing selected areas from all territories except one territory where you want to keep them.
    4. Select territory where do you want to keep selected areas. Territory B is selected in our example.
    5. Click ‘Edit’ button and map will be updated as following.
    6. Select other areas of overlap and repeat steps above to complete removal of territories intersection.
  1. You can also resolve territories from Data window. Data window filtering capabilities help finding all areas of sales territories overlap.
    1. Start by opening Data window. If it is not already open then click table icon on toolbar.
      Select map layer that is used for territories alignment - ZIP codes in our example.
    2. For each geography segment such as ZIP code Map Business Online keeps information on primary territory and territories count. Let’s select that data to show in Data window.
    3. Hover mouse pointer over Data window columns heading and you will see small pencil icon. Click it to open ‘Select data columns’ dialog.
    4. In the dialog choose Territories data group. Select Territories and Territory data columns and click arrow icon to add them to Data window. Finally click ‘Set data column’ button.
    5. Now you can see Territories and Territory data columns in Data window.
    6. Let’s filter Data window to show only areas where territories overlap. Click filter icon to open ‘Filter data’ dialog.
    7. Enter criteria to look up areas that belong to more than 1 territory. See picture below. Click ‘Filter’ button in the ‘Filter data’ dialog.
    8. Now in Data window you can see only areas where sales territories overlap.
    9. Select any row in Data window and map will center to corresponding area. Double click a row to zoom closer to the area.
    10. If you selected a row in Data window then click following icon to start resolving territory.
    11. In the dialog that will appear, keep ‘Only selected geography option’ if you want to move only selected geography segment (area) between territories. Otherwise you can select to resolve all overlaps. Click ‘Next’ button.
    12. In the next dialog choose ‘Remove from’ or ‘Remove from all except’ option and desired territory. Click Edit to update territories.
    13. Repeat the steps above to resolve territories overlap.