Planning

Learn from our video tutorials how to create territory structures up to the creation of area reports.

The following topics are covered in the videos:

Create a New Territory Structure...

This video shows you the wizard for creating a new territory structure. It is the first step to plan and analyse your own areas. A detailed description of the individual steps can be found here.

Create New Point Layer

Territory structures can be built on points, such as your customers. In this video, we show you how to create such a point plane and then use it as a brick plane of a territory structure.

Create locations

Once you have set up a territory structure, locations are usually created for it. In this video, we show you the wizard for creating district related locations.

Designing territorial structures

In this video we show you the possibilities to design the areas and locations. We'll show you color optimizations, changes to boundaries and areas, and how to select other symbols for locations.

Modifying Territory Structures

You want to adapt your status quo to the new circumstances? Then watch this video. We show you area optimizations and the manual allocation changes of areas.

Area report with data

An area report is a way to automatically generate individual maps for each area. In this example, the area report is enriched with data and both maps and tables are produced in series.