Balance Geo Territories
Balance territories based on metrics using Map metrics to help to increase transparency in your territory assignment process.
Steps To Use Map Metrics
- Go to the Design App by selecting Customer Segments in the Territory Design section.
- Select any parent node of your segments.
- Click on the Map tab.
- Select the Map metric icon to the right of the search bar.
- A window opens up titled Choose Available Metric.
- There are two categories on the left side of the window below the search bar - Entities and Metrics.
- Expand the Metrics category.
- A list of metrics shows up.
- Select a metric and drag & and drop it into the Measures section.
- Select Confirm.
Where to find the Map metric?
Map metric is only available for the territories that are created using Map type hierarchy.