Planning on Customer points

In this workbook we show you how easy it is to create a territory structure with your customers' locations. In addition, analyses are presented that specifically evaluate these territory structures. The special feature of customers with the same items is explained using an example. An attractively designed sheet shows you how to prepare information for dissemination and presentation of the results.

The workbook contains the following sheets:

Planning on a customer basis
Customers in the same position
District analyses
Export sheet with report

Planning on a customer basis

On this sheet you can see a territory structure based on the addresses of your customers. The customers are displayed as diamonds on the map. The coloured circles indicate the assignment to the respective Territories and Regions. The colouring of the territories is set hierarchically to the superior regions, so that a simple visual allocation of territories to the regions is possible. The Legends for the territories and regions at the top right of the sheet also reflect the territory hierarchy through their arrangement. In the content control window, you can display the locations of the territories and regions by checking the checkboxes.

For each region there is a circle sector diagram positioned outside the region. A single diagram stands for the distribution of sales in maintenance, paper and cartridges.

For better readability of the map a Internet map has been used instead of the topographic layers of the base map.

Customers in the same position

If customer locations are used as the basis for a territory structure and these are positioned via geographical coordinates, then it can occasionally happen that there are customers with the same position. This is not possible with positioning via postal codes. In reality, this could be a medical centre, for example, in which the doctors to be visited are located on different floors. These special customers are represented on the map with a pink diamond. The customer numbers serve as labels for customers in the same position.

The command Same position customers is a query that determines the elements with exactly the same position. The result is then displayed in a table in which you can view the query structure. You also have the option of inserting customer points with the same position as symbols on the map.

The table object next to the map makes it clear again that these customers are partly looked after by different sales representatives (territory level) and can also be located in different regions (recognisable by the colours).

A Combined legend has been inserted for customers with the same position. The explanation of the remaining customers takes place over a Text and a Graphic.

In order not to make the map too confusing, some topographic levels such as rivers or roads have been omitted from this sheet.

District analyses

On this sheet, you can see the four different analyses: distance zones, catchment areas, key areas and supply level based on the customer level. For each territory analysis, there is a legend in the Content control window. Additionally, the territory locations are mapped with a gray house. The analyses are created via the Territory Organization control window in the context menu of the layers. A matching color legend is always shown for the explanation of the analysis. To help you estimate distances on the map as well, a scale has been added at the bottom right.

Via the Content control window, you can switch between the individual analyses by clicking on the round radio buttons. The analyses belong to a Mutual Visibility Group, so that only one analysis is visible at a time. The legends and the headings change automatically as well, since they are located in a Simultaneous Visibility Group that matches the respective analysis. The symbols for the locations of the customers can also be made visible on the map via the checkbox.

List of used settings

How you can recreate this map:

From the existing territory structure, drag the customer, territory, and territory-location levels from the territory organization control window onto the sheet.
Select analysis distance zones in the layer context menu area locations, keep settings column and colors class are user defined classified (7 zones with 20 km width).
Select the analysis Catchment areas in the context menu of the level Territories, set the property Calculation with Comparability of territories to Territory-related evaluation (percentage), set the data column to "Total sales", retain the settings of the color and the classes.

Select the analysis key areas in the context menu of the level cite>customers, set the property Calculation with comparability of territories to territory-related evaluation (percentage), set the data column to "Total sales", keep the settings of the color and the classes.
Selection of analysis Coverage in the context menu of the layer Territories, set the property Calculation of Capacity to "50" and select as column Distance to location, keep colors and classes.
Insert a Color legend for each analysis.
For each analysis an additional relationship analysis was performed.
Text Box for the heading for each analysis.
Simultaneous visibility group for each analysis with the corresponding heading, the legend is already linked internally with the analysis.
Alternating visibility group for the analyses so that only one analysis with the explanations is visible at a time.
Select the analysis symbols with the settings: Analysis first couple, select the column "Classification" and classify according to feature, determine symbol, color and size for the respective feature.
Combined Legend for the analysis Insert symbols.
Add scale and free hand graphics for further designs.
Group for the individual territory analyses and move one heading, one legend and one histogram each.

The following tables were used:

Customer Base
Customers+customer base

Export sheet with report

This sheet shows you an optimized representation of a map with Report for exports to other formats, such as image files or Office formats. To view the report, right-click Area report: Regions in the control window Content and select Display report preview from the context menu.

The customers, areas - areas, regions - areas as well as the area locationsand region locations are visible on the map. The A customers are visible as symbol analysis in the form of stars, all other customers are visible as diamonds.

In addition, the sheet was supplemented with three table objects, which are adapted accordingly in the report. In the lower part of the sheet you will also find a small inset map, which always highlights the section on the map where the region is located on the overall map. The individual chart to the right shows the distribution of customers in the ABC customer classification for each region.