Learn how teams who have a professional service territory creation project are leveraging their shape map for market planning/territory assignment
Territory Creation Methodology Overview
The Voronoi Polygon method is used to create equidistantly spaced shapes around a set of whitespace results. These are typically capped at a certain distance threshold to ensure cutoffs are enforced for the largest boundaries created.
Cutouts are clipped out of the Voronoi polygon shapes that intersect with nearby existing store based on the classified boundary for that nearby existing location. For example, below is an image of a market where existing stores are present and therefore boundaries found in and around those existing stores have been adjusted to account for those locations.
In edge markets, you will notice that the boundaries created in a metro city market do not expand/cover vast portions of uninhabited or non resultant regions. This is due to the cutoff designated and enforced for larger shapes.
How To Further Customize Your Territory Map
You can customize your territory map to indicate what stage each potential opportunity market is currently at. For example, those in blue may indicate areas that are still open for development, while red may indicate areas that are sold and are now closed off.
In markets where a Franchisor may want to sell of a territory region that supports multiple locations you can utilize the Merge function in SiteZeus to create a combined version of your available territories to support the desired number of locations. For example, the below merged shape can support 6 locations.
Transfer a group of the initial boundaries to a new set as a copy and make edits to those boundaries, like shown below, to create a more optimal territory shape that might snap to roads/match closer to what the team would optimally plan for.
Overlay these custom territory planning maps with our standard geographies to determine where these boundaries fall in contrast to your custom shapes. For example, identify which Count overlaps with your territory shapes.
