Territory Pro™ helps you adjust and design sales, service, and delivery territories based on constraints such as sales volume, service time and/or coverage area.

Territory Pro™ automatically creates territories that efficiently and effectively meet your business criteria balancing sales volume and workload for servicing the accounts within each territory. 

Maybe you would prefer to start with current territories and easily make adjustments instantly seeing the impact to sales volume, delivery volume, and workload.  As you realign territories or make other adjustments, statistics are updated. You can easily print the information and give your drivers a list of their accounts and a map each account and its location.

Territory Pro™ helps you adjust and design sales, service, and delivery territories based on constraints such as sales volume, service time and/or coverage area.    Territory Pro™ automatically creates territories that efficiently and effectively meet your business criteria balancing sales volume and workload for servicing the accounts within each territory. 
Maybe you would prefer to start with current territories and easily make adjustments instantly seeing the impact to sales volume, delivery volume, and workload.  As you realign territories or make other adjustments, statistics are updated. You can easily print the information and give your drivers a list of their accounts and a map each account and its location.

Benefits

• Automatic territory building saves hours of processing time as customer sites are added or requirements change.
• Analysis of current territories.
• Balance sales volume, work time, total time, and etc. between territories.
• Compare reports to see old vs. new territories and statistical changes in work hours and volume.
• Automatically creates boundary files that can be used in conjunction with Direct Route.

Features

• Easy to Use.
• Integrated mapping and drawing tools for territory analysis.
• Drag and drop functionality to re-assign customers between territories.
• Lasso accounts using integrated drawing tools directly on the map to re-align your territories.
• Automatically updates territory statistics as adjustments are made.
• Various reports showing summary and detailed information.
• Plan for up to a 4 week Cycle.
• Assign Route Days within a Territory.
• Build Territories automatically or start with existing territories and optimize from there to minimize changes.
• Extensive customizable reporting to track changes made during realignment.
• Clipboard and print tools for custom presentations.
• Automatically considers frequencies when calculating workload.
• Detailed Street Level Mapping.
• Interfaces to Route accounting packages.
• MS Excel compatible.