Our video tutorials will teach you how to create territory structures up to the creation of reports on territories.
The following topics are covered in the videos:
- Creating a new territory structure
- Creating a new point layer
- Creating locations
- Designing territory structures
- Modifying territory structures
- Report on areas with data
This video presents the wizard for creating a new territory structure. It is the first step to plan and analyze your own territories. You will find a detailed description of the single steps here.
Territory structures may be built on pointssuch as your customers. In this video we show you how to create such a point layer and then use it as brick level for a new territory structure.
Once you have created a territory structure, locations are usually created for this structure. In this video we explain the wizard for creating locations for your territories.
In this video we show you the various possibilities for designing the areas and locations. We will explain color optimization, modifications of borders and areas and how you change the symbols for locations.
A report on areas is a possibility to create single maps for each territory automatically. In this example, the report on areas is also enriched with data.