How Can I Create Simple Territories for Each of My Locations?

You can create simple territories for each of your locations with territory mapping software.

Creating simple territories can be useful for visualizing coverage for each of your locations.

First, you can map your locations by following this tutorial: https://www.caliper.com/learning/media/using-maptitude-mapping-software-with-microsoft-excel/

How Can I Create Simple Territories for Each of My Locations? Map of client locations.
Map of client locations

Then, you can try these steps to create simple territories for each location:

Create Areas of Influence

  1. Make your location layer the working layer.
  2. Go to Tools>Analysis>Straight Line Influence Areas.
  3. Choose to use All Features and click OK.

Maptitude will create areas of influence (also called Thiessen Polygons or Voronoi Diagrams) for your locations.

How Can I Create Simple Territories for Each of My Locations? Map of Influence Areas.
Map of Influence Areas

Create Buffers

  1. Make your location layer the working layer.
  2. Go to Tools>Analysis>Buffers…
  3. Choose to use All Features.
  4. Choose Fixed Sizes and type in how large you want each territory to be.
  5. Click OK.

Maptitude will create buffers for your locations.

You can repeat the steps above If the buffers are too large or too small.

How Can I Create Simple Territories for Each of My Locations? Map of Influence Areas and Buffers.
Map of Influence Areas and Buffers

Clip the Layers

  1. Make the Buffers layer the working layer.
  2. Go to Tools>Editing>Clip Layers.
  3. Make sure that only the Areas of Influence layer is checked.
  4. Choose to Add layer(s) to current map and click OK.
  5. Remove the Buffers layer and Areas of Influence layer by right clicking the layer in the Display Manager and choosing Remove.

Maptitude shows simple territories for your locations.    

How Can I Create Simple Territories for Each of My Locations? Map of Simple Territories
Map of Simple Territories

If you’d like to create territories using ZIP codes, please see this tutorial video: https://www.caliper.com/learning/media/creating-territories-in-maptitude/

If you’d like to see more information on creating buffers in Maptitude, please see this tutorial video: https://www.caliper.com/learning/media/creating-buffers-with-maptitude/

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