Territory Management

Visualize your customers on a map and manage sales territory assignments. See coverage gaps, rebalance workloads, and reassign customers between salespeople.

Accessing Territory Management

Navigate to Customers Management in the hub menu to open the territory management view.

This feature requires:

• Customers with valid GPS coordinates
• Salespeople assigned to customers
• Sales teams configured

Filtering Customers

Before viewing the map, filter to the customers you want to see.

Filter Options

• Team — Select a sales team to focus on
• Salesmen — Choose specific salespeople (or "No Salesman" for unassigned)
• Sales Threshold — Filter by sales volume (≤ or ≥ a value)
• Brand — Limit to customers purchasing specific brands
• Exclude Inactive — Hide inactive customers

Applying Filters

1. Select a Team (required)
2. Choose one or more Salesmen
3. Optionally set a sales threshold
4. Click Submit to load customers on the map

Click Clear to reset all filters.

Map View

After applying filters, customers appear as markers on the map.

Map Features

• Zoom — Use controls or scroll to zoom in/out
• Pan — Click and drag to move the map
• Fullscreen — Expand to full screen for better visibility
• Clustering — Nearby customers group together at lower zoom levels

Customer Markers

Click any marker to see customer details in the info panel:

• Name — Customer name and business name
• Customer ID — System identifier
• VAT — Tax ID (if available)
• Assigned Salesmen — Current salesperson assignments
• Status — Active or inactive indicator

Reassigning Customers

Change which salesperson is assigned to a customer directly from the map.

To Reassign

1. Click a customer marker on the map
2. In the info panel, find the salesperson row
3. Click the edit icon next to the salesperson
4. Select a new salesperson from the dropdown
5. Confirm the change

The marker will update to reflect the new assignment.

Multiple Salespeople

Some customers may have multiple salesperson assignments (Salesman 1, Salesman 2, etc.). Each can be edited independently.

Unassigned Customers

To find customers without a salesperson:

1. In the filter panel, check No Salesman
2. Click Submit
3. All unassigned customers appear on the map
4. Click each to assign a salesperson

Salesman Stats

Below the map, a stats panel shows the distribution of customers and sales across your selected salespeople.

Stats Shown

• Salesperson Name — The team member
• Customer Count — Number of assigned customers
• Total Sales — Combined sales value

Use this to identify:

• Imbalances — One person has too many or too few customers
• High-value territories — Where the revenue is concentrated
• Coverage gaps — Areas without adequate coverage

Best Practices

Territory Rebalancing

When rebalancing territories:

1. Start with sales threshold filters to identify high/low value customers
2. Look for geographic clusters that could be served by one person
3. Consider travel efficiency—nearby customers should share a salesperson
4. Balance customer counts and total sales value across the team

New Salesperson Onboarding

When a new salesperson joins:

1. Filter to show customers currently assigned to others
2. Identify a geographic area for the new person
3. Reassign customers in that area
4. Use stats to ensure fair distribution

Salesperson Departure

When someone leaves the team:

1. Filter to show only their customers
2. Reassign each to remaining team members
3. Consider geography and workload balance

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