Territory planning with RegioGraph

Tips and tricks for planning your field forces with the help of our geomarketing software

Manually editing territories:

Marked regions can be aggregated and summarized into sales territories. Regions can be rearranged from one territory to another using the drag and drop function.
Numerical values, such as territory sales, customer numbers or potential, are automatically assigned to the new territory.
Used for fine-tuning after automated planning in RegioGraph.

Generate:

Enables a "green field" that is optimized according to accessibility.
Planning with consideration for locations and numerical values, such as visits, sales or potential.
Different weightings of the parameters are possible.

Block and unblock territories:

If territories should remain untouched during optimization or regeneration, they can be blocked beforehand

Split and merge:

For example, you can combine four territories into three or vice versa.
The function is often used to fairly distribute temporarily vacant territories among neighboring territories.
Again, this can be done with consideration for multiple parameters such as places of residence, numerical values or accessibility.

Generate with customer points:

Enables the generation of a comprehensive territory structure based on customer sales force assignments that have already been defined.
Ideal for depicting the current situation, as a starting scenario for planning or
With consideration for multiple parameters such as places of residence, numerical values, accessibility, etc.

Generate according to accessibility / generate with maximum values:

Here, a defined network of locations is assumed and regions are assigned to the nearest location across the board.
The territories can be limited by travel time or by maximum values, for example, taking into account the maximum number of visits that can be achieved.

Compare territorial structures:

Territorial changes can be visualized by overlaying territory structures or using the “Show changes” function.
Changed zip codes can be easily transferred to customers using the table link. The link provides a list of customers affected by a change.

Determine optimal locations:

This feature calculates the best location for each territory in an existing territory structure. This location may not automatically be in the geographical center of a territory, but instead within the customer or sales focus area, for example.
This feature is useful when it comes to repopulating territories.

Create an effective & efficient sales structure

Plan your optimal sales territories with RegioGraph. Learn how to create and manually reassign sales territories, display turnover figures in sales territories and create single area maps in our how-to videos. Watch the videos now.