Catalog/Maps

Sales Territory Balancer

How many salespeople do you need? Balanced sales territories from your points of sale.

Preview · Sales Territory Balancer INTERACTIVE
Sales Territory Balancer screenshot

One salesperson has 140 hours of work a month and another has 60, and nobody is sure how many people the team really needs. Sales Territory Balancer works it out inside your Power BI report: give it your points of sale, where they are and how much work each one takes, and it tells you how many salespeople each area needs and proposes one compact territory per salesperson, travel time included. Your customers' locations never leave the report: the visual makes no network requests. It is a territory design and sizing tool, not a routing tool, and its methodology and references are published.

Freemium model

Free — A complete, correct result: sizing, automatic areas, territories, whole postal codes, the what-if bar, filters, bookmarks, tooltips and high contrast.

Pro — Unlock via Microsoft AppSource subscription:

  • Your own Area field, with every client kept in its own area
  • Speed per point of sale
  • Export the assignment to CSV
  • Export the map to a one-page PDF

At a glance

Sales Territory Balancer — features, tiers and workflow at a glance