Points of sale with coordinates and workload become the salespeople each area needs
and one compact territory per salesperson — inside Power BI, with no network requests.
Get Sales Territory Balancer from AppSource, or import the file via More visuals.
Customer ID, Latitude, Longitude, Visits per month and Minutes per visit.
In the bar inside the visual — editable in reading view, too.
Drawn automatically along land borders; islands get areas of their own.
Workload ÷ hours per salesperson, per area — 6.4, not "6 or 7".
Bind an Area field — province, region, sales zone — and every client stays in its area.
Slower in the city, faster on the open road: one speed for each point of sale.
Each client with its area and territory, ready for your CRM.
One page with the map as you see it, for the meeting.
Without a licence, Pro fields work under a watermark so you see what they add.
No territory above the hours you set; travel time included.
Areas never cross a gulf or the sea.
Bind the postal code and each code goes to one salesperson.
Outlines travel inside the visual; customer locations stay in the report.