October 26, 2012Comments Off on Tips & Techniques – Creating Territory Reports
Tips & Techniques – Creating Territory Reports
Visualizing your territories is extremely valuable, and being able to combine that with data output is exponentially even more useful. In our most recent video tutorial, we show you how to create territory reports step by step.
Creating Territory Reports allows you to see the your data both visually and in table format simultaneously. Once you have created your report you can either download the information to a spreadsheet for analytical purposes or send it to other team members directly via email. Reports can include information from any of the variable data sets in GeoMetrx including data you have uploaded.
March 15, 2012Comments Off on How to Create Territories
Demonstrates how to create new territories based on counts of businesses and population using the base territory manager module in GeoMetrx. Using this module, you can select individual geographies (like ZIP Codes or Counties) to combine, or select sets of geographies by drawing a polygon on the map using the polygon select tool. Also show how to save different versions of territories you have created. Video length is 6:30.
January 13, 2012Comments Off on How to Save Map Projects in GeoMetrx
Demonstrates exactly how to create, save, and reopen map projects in GeoMetrx. Other GeoMetrx features covered include; thematic mapping, changing or adding new map symbols, and map customization. Video length is 4:11.
November 12, 2011Comments Off on Territory Alignment & Optimization
See how GeoMetrx can be used to automatically create equitable territories (using ZIP Code geographies in the demonstration) based on any demand data variable and rules you define using the Territory Optimization module. Video length is 4:55.