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.

Topic: Sales and Marketing Analytics, Mapping, Center of Excellence, Calculations, Data Science and Statistics, Tableau Prep Builder, ROI and Business Value
Theme: Data and Analytics Skills
Type: Session
Level: Advanced
Role: Analyst
Track: Tableau in Action
Category: Sales
Time: Thursday - 11:00am to 12:01pm

Recording and Materials