Territory Studio

Territory Studio is the command centre for sales managers who need to shape where each rep works, who they visit, and how full their plate is. Draw territories on the map, let the system suggest them for you, resolve overlaps and gaps, and watch utilisation in real time.

The Studio Layout

Open Territory Studio from the Customers area of the hub menu. The workspace is organised into three zones:

Each territory is drawn in the colour of its assigned rep. Customers appear as markers coloured to match their rep — unassigned customers stand out in red, and outliers (customers far from their rep's main cluster) are marked with a dashed ring.

When you select a team, the map frames its areas of influence, falling back to its territories and then its customers.

Areas of Influence

An area of influence is the set of postcodes a warehouse serves. It doesn't assign customers to anyone — it narrows which customers a team works with in the studio, so reps plan inside the footprint their warehouse actually covers.

Importing a Postcode Map

1. Click Import postcode map in the left sidebar
2. Drop an .xlsx or .csv file with one postcode per row, grouped by a Territory column, with an optional Centre column naming the warehouse
3. If the file has no country column, choose the country
4. Review the preview: postcodes and matching customers per area, postcodes with no map zone, and whether each area is new or an update
5. Confirm the import

Each territory in the file becomes one area of influence, and importing the file again updates the existing areas. If a centre doesn't match any warehouse, pick the right one and click Link warehouses, or click Not now and fix it later in the Areas of influence view.

How Areas Scope a Team

Areas reach a team through the warehouses linked to it. When you select a team whose warehouses have areas of influence, the studio only shows customers inside those postcodes. Teams without areas see their customers as before.

Turn on the My reps' customers chip under Filter customers to also show customers already assigned to the team's reps, even when they fall outside the area.

On the Map

Areas of influence are drawn underneath your territories as hatched zones labelled with their name. They're read-only — you can't select or reshape them from the map.

The Areas of Influence View

Switch the toolbar from Map to Areas of influence to see the areas as a table. When a team is selected, it lists that team's areas plus any area with no warehouse yet.

Click a column header to sort. The No warehouse, Reaches no team, and No customers chips appear when some areas match, so you can find the ones that need fixing.

Creating Territories

There are three ways to start a territory.

Draw it yourself

1. Click Draw Territory in the left sidebar
2. Click on the map to place each corner of the polygon
3. Close the shape by clicking the first point again
4. Pick a name, colour, and assigned rep, then Save

Use freehand clicks for rough shapes or place corners carefully for precise boundaries.

Auto-build from customer clusters

Click Auto Build to let the system generate polygons that group each rep's existing customers.

Preview the suggested shapes before accepting — you can still fine-tune them afterwards.

Auto-build for a single rep

Open a rep's panel from the sidebar and click Auto-build for Rep. This is useful when onboarding a new team member or redrawing coverage for one person without touching the rest of the team.

Editing Territories

Click a territory polygon on the map to select it. Enter edit mode to:

• Drag corner points to reshape the boundary
• Add or remove corners
• Change the assigned rep
• Rename the territory or change its colour

Review Changes

Before saving edits, the Review Changes panel shows a before-and-after comparison:

This makes it easy to see whether a reshape is moving meaningful revenue or just cleaning up a boundary.

Assigning Sales Reps

Click a rep's name in the sidebar to open the Rep Panel on the right. You'll see:

• Utilisation — how full their visit schedule is, as a percentage of monthly capacity
• 12-month sales — total revenue from their customers
• Customer count — how many accounts they cover
• Territory history — every saved version of their territory, with revert buttons

For a rep without a territory, the panel offers quick actions: Create Territory (opens the draw tool) or Auto-build for Rep.

Moving Customers Between Reps

Click any customer marker on the map to open a popup with options to:

• Reassign the customer to a different rep
• Unassign them completely
• See their recent sales and last visit

Changes take effect immediately and the marker recolours to match the new rep.

Capacity Analysis

Open the Capacity Analysis panel from the right rail to see your team's workload at a glance.

Each rep appears in a table showing:

Utilisation is colour-coded: blue for under-covered reps with spare capacity, red for over-loaded reps who can't realistically cover their book.

Capacity Defaults

Click Capacity Defaults to configure the numbers behind utilisation:

Changes apply to the whole team's capacity calculations.

Smart Assignments

The Assignments panel is a single triage surface for anything that needs rep attention. Three filter chips let you focus on a specific problem or mix them:

Chips are multi-select — all three are on by default. Toggle any off to narrow your focus, or click again to re-enable. Turn all three off and they snap back to all-on.

Suggesting and Accepting

Click Suggest assignments to generate a plan for every row in view. Review each proposal individually, or click Accept all to apply every visible suggestion at once. While in review, tapping any chip returns you to the queue view.

Suggestions use one of two rules:

Bulk Operations

When you need to move many customers at once, use the filter-and-apply flow from the sidebar.

Filter the Working Set

Use preset chips for common filters:

• Unassigned — customers with no rep
• Stale 90 days — customers with no visit in the last 90 days
• My reps' customers — shown when the selected team has areas of influence; also includes customers its reps already hold outside them

Open the Customer Filters dialog for more control: prospect stage, sales thresholds, visit recency, specific rep, and more.

Preview Before Applying

Every bulk action goes through a preview step so you can see the impact before it's permanent:

The preview shows how many customers will move, which reps will gain or lose accounts, and which rows will be skipped (missing coordinates, conflicts, or other issues).

Coach Recommendations

The Coach panel proactively surfaces things that need attention.

Click any recommendation to zoom the map to the affected area and jump straight into the relevant tool (assignments, conflicts, or rep panel).

Unassigned Panel

Click the Unassigned row at the bottom of the rep list to open the analytical unassigned panel. It's a diagnostic view — no buttons, no bulk actions — designed to help you see where the unassigned customers sit before acting on them:

• Summary of how many unassigned customers are inside vs. outside existing territories, with total sales at stake
• Breakdown by containing territory — nested per-rep rows under "Inside a territory" show how many unassigned customers fall inside each rep's polygon, so you can spot which rep "should" own them
• Drill-down list of customers in the selected bucket, clickable to focus them on the map

When you're ready to act, switch to the Assignments panel — it carries the same Unassigned bucket as a filter chip.

Version History

Every save creates a snapshot of the territory's shape. Open a territory and click Version History to see:

• Who saved each version, and when
• A short note describing what changed
• A Revert button to restore any previous version

Reverting creates a new version rather than deleting the current one — your full history stays intact.

Templates

Turn a well-designed territory into a reusable template by toggling the template flag. Templates appear in a dedicated list when creating new territories and let you clone a proven shape for a new team member or region.

Best Practices

Starting Fresh

1. Select the team you want to plan for
2. Run Auto Build to get a baseline based on current customer distribution
3. Open Coach and resolve the biggest overlaps and gaps
4. Review Capacity Analysis to spot reps who are clearly over- or under-loaded
5. Fine-tune boundaries by hand where local knowledge matters

Onboarding a New Rep

1. Use Auto-build for Rep or draw a territory covering the area they'll own
2. Move customers into it using bulk Assign with a geographic filter
3. Check their utilisation is in a reasonable range (typically 70-90%)

Offboarding a Rep

1. Open the departing rep's panel to see every customer they own
2. Use Suggest Assignments with the "closest rep centroid" rule to redistribute
3. Review the plan and adjust any customers you'd rather keep with a specific person
4. Apply, then delete the rep's old territory

Seasonal Rebalancing

1. Run Coach to spot recent imbalances (utilisation drifts as sales shift)
2. Use Review Changes when reshaping borders — it tells you exactly how much revenue is moving
3. Save versions frequently so you can roll back if a change doesn't land well

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