Optimal Sales Territory Planning

Creating equitable territories for your sales team is critical to having a productive, efficient, and happy sales team. Join this session to learn how the Tableau sales operations team uses Tableau for the creation of sales territories. Learn about the process, beginning with valuing postal codes, moving on to compiling those into balanced territories, and finally loading territories into our CRM platform. In particular, you'll learn how we leverage the power of Tableau geospatial functionality to interactively create custom territories.

[sahilsinghal]

Hi team, great work. I want to understand the index calculations and your R script better. Is there any material i can read up ?

[markevans]

What is your k-means max cluster for the zip code balance before you manually group the territories?