Territory Mapping Software
mapping software gives you a suite of tools useful for creating
territories for your business mapping needs.
Often a territory is an area that is made up of several smaller areas
merged together. For example, sales territories or market areas might be
made up of groups of postal zones, counties, or other regions (Figure 1). Maptitude
can build the territories for you and compute the attributes and
demographics of each one.
How CKE manages franchise territories with Maptitude
Building territories with Maptitude mapping software
You can use Maptitude to create territories based on a table or Excel
spreadsheet of data; interactively by clicking on features in a map such
as postal areas; or manually by drawing whatever boundary lines you
require using the Maptitude editing tools. It is also possible to create
overlapping territories or territories based on streets. Your
territories can be stored natively in Maptitude or in formats including
Shapefile, Oracle Spatial, or SQL Server Spatial.
Unlike many other mapping and GIS software packages that require users
to purchase data separately, Maptitude includes extensive geographic and
demographic data so that you can get started creating territories as
soon as you open the box.
Maptitude has powerful tools for creating territories that include:
- A Wizard for importing your region, county, or postal data
directly into a new territory layer. This tool can also create your
territories based on data filters and queries. Further, the
territories you create can overlap in as many places as required and can be
visualized using an "edge" style (Figure 2).
- A street-based territory tool that provides advanced zone
creation capabilities. You can create territories around locations
based on the time or distance it takes to travel along roads. Such
territories can be weighted by the size of the facility, the number of
clients, or the amount of revenue, ensuring that the most successful
locations dominate smaller ones proportionately. This tool also
allows the complete assignment of a market to your list of
locations, allowing your probable market coverage, for example, to
be easily visualized by sales representatives (Figure 3).
- A straight-line distance tool that determines the areas closest
to each of your facilities by building areas of influence (Thiessen
Polygons or a Voronoi Diagram), then estimates the attributes and
demographics within each area to identify areas that are under- or
over-served or to give you a quick visualization of your service
areas (Figure 4).
- A Merge by Value utility that uses a field already in a table as
the basis for creating territories. The areas, such as postal zones,
are grouped based on a field that contains the territory codes. The tool automatically computes the attributes
of the new areas using any number of additional fields.
- A tool for manually creating, adding, moving, or splitting areas
by drawing boundary lines. You can also add and edit areas using
lines from features such as roads, railroads, or rivers. Areas in
non-native file formats, including Esri Shapefiles and geodatabases
which can have overlapping areas, can be edited and Maptitude can
automatically "snap" overlaps as you edit.
- Point-and-click and lasso tools for individually choosing the
features that make up a territory. For each territory you can view
demographic totals (e.g., high-income earners, households) and a
count of the number of combined zones (such as Postal/ZIP Codes). In
addition, there is control over for managing territory overlap.
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Automated Territory Creation
Caliper has tools for automatically creating territories. These
territories can be balanced so that they contain equal numbers of
customers, sales, population, or any other value.
- Partitioning organizes postal zones, counties, or other
regions into territories based on proximity or similarity,
to produce territories that are contiguous, compact, and
balanced. Partitioning supports service territory alignment,
sales and marketing, redistricting, and many other
- Clustering organizes customers, facilities, or areas
into groups that are compact and can be serviced
efficiently. Territories can be restricted to a certain
size, such as a customer or population maximum. Clustering
is very flexible and can be used to solve many problems such
as sales force deployment.
The automatic territory creation tools are available at additional cost.
Please contact Caliper Sales at +1 617-527-4700 or
firstname.lastname@example.org for more information.
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- Group areas to create your own customer trade areas
Create overlapping territories
Build territories based on drive time, drive distance,
or straight-line distances
Group areas together such as states and provinces to create sales territories with your data attached.
FIGURE 2: Create overlapping territories and visualize them with an "edge-based" color theme.
Create street-based territories such as these that are based on the travel time to various stores.
Determine areas of influence based on straight-line distances to identify areas that are under- or over-served.