Change

Status quo and planning alternatives in a workbook

Copying territory structures can be used, for example, to edit and display both the status quo and various planning alternatives within a workbook. For this you will copy the territory structure on the status quo and paste it under a new name in the same workbook. Afterwards, planning alternatives can be developed in the copied territory structure, while the status quo remains unchanged - more about planning alternatives.

Change assignments

Play through different scenarios by changing assignments - by dragging and dropping in the map or table - or by using automatic assignment functions. See the impact of the changes on sales or potentials of the territories in the table and on the map. More about Change assignments.

Closures - Exclude areas from further planning

Changes, reorganisations or optimisations do not always relate to the entire area. Sometimes only the border between two territories has to be moved or the number of sales representatives of a region changes, which forces a change of the areas within this one region.

To ensure that no unintentional changes are made in areas that should remain untouched, easymap offers various locking options. These take effect for manual changes as well as for the automatic optimization procedures. More about the topic Lockings.

Edit territories and locations

Even after the creation of a territory structure, changes can still be made to the areas and locations. Add new areas and locations or automatically create, name or number new areas and locations - more about edit areas and edit locations.

Structural changes

If entire area levels or site levels are to be subsequently integrated into the structure or deleted, these are structural changes. Or should the basic territorial unit, on which the entire territorial hierarchy is based, be changed, read the chapter structural changes more about it.