Split by territory
Split by territory shares the items that reach it out between your reps by area: compact territories of about the same size, so every rep gets a fair share of places close together. Each item gets owner (the rep) and territory (North, South-east, Centre...).
In the editor: Shares the items out between your reps by area: compact territories of about the same size, so every rep gets a fair share close together. Each item gets owner (the rep) and territory (North, South-east...). Name your reps, or just say how many.
Settings
Split between
Pick oneA number of reps (named Rep 1, Rep 2...), or the people you name.
- A number of reps Rep 1, Rep 2... in the owner field.
- People I name Their names (or emails) in the owner field.
How many reps
Pick oneFrom 2 to 12 reps.
- 2
- 3
- 4
- 5
- 6
- 8
- 10
- 12
Reps
A list you typeUp to 20 people, by name or email.
2 to 20 people. Each item gets its rep’s name in owner.
What comes out
Each item that leaves the block carries these fields, to use in the blocks after it as {{field}}.
For each item
Every item that reaches it. Items keep all their own fields and get these.
owner: The rep: a name or email you typed, or Rep 1, Rep 2...territory: The territory’s name, by its direction from the middle of all the items: North, South-east, Centre... The same direction twice is numbered.territory_size: How many items the rep got in this run.
How to use it
New shops for three reps, each with a route
A beverage distributor in Toronto finds new shops every morning and wants each of its three reps to get their own patch, in order.
Route planner set to One route for each rep reads owner, so every rep gets their own route in their own territory.
New businesses for each relationship manager
A bank in Sao Paulo wants each relationship manager to see the new businesses in their part of the city, without a weekly spreadsheet.
Before: A coordinator split the list by hand every Monday.
With the flow: The Monday email lists the new businesses with each one’s manager and territory.
Store openings for area managers
The Slack message names {{owner}} and {{territory}}, so each manager sees their own part.
Today’s jobs between technicians
An installer in Melbourne gets the day’s jobs by webhook and shares them fairly between five technicians by area.
Shops to sign as resellers, by region
Clinics for each medical rep
A medical devices company in Mumbai shares newly found clinics between its reps every week.
Before: Reps argued over who got the busiest neighbourhoods.
With the flow: Every rep gets a compact patch of about the same size.
Good to know
- Territories are made from where this run’s items are, so they can shift a little from run to run as new places come in. For fixed patches, keep each rep’s area in a table and use Match with my table.
- Every territory holds at most its share: with 25 items and 3 reps, no rep gets more than 9.
- Items without a position go to the rep with the fewest, as territory No position.
- It is free: the sharing out is done in the flow itself.
Works well with
- Route planner: Puts the places that reach it in the best order to visit them in a day, from a start you pick: one route, one for each rep (by a field such as owner), or shared out between a number of reps.
- Nearby places: Places around a point from xMap’s own places database (300M+ places, refreshed every month): pick the types of place (more than 5,000, such as Restaurant, Cafe, Pharmacy, Hospital or Gas station, or a whole group of them) and how far to look.
- Only new: Lets through only the items this flow has not found before, so a daily flow sends only what is new.
- Email: Sends one email per run with all the items, or one email per item.
- Slack: Channel-based messaging platform
- Google Sheets: Create, edit, and collaborate on spreadsheets online
- Filter: Keeps only the items that match a rule.
Templates that use it
- Fair franchise territories for a city: Your city shared into six fair franchise territories by where people live, with a plan for each.
- Split my city into fair sales territories: Your city split into five compact sales territories of the same size, on a map.
Stories with it
- Every new bar on a rep’s list by Monday (Craft beer)
- Three van routes ready before the pierogi cool (Food maker)
- Twelve fair routes before the officers leave (Microfinance)
- Six drivers, fair shares, no door twice (Local delivery)
Help articles
- Share results out between your reps by area: Fair, compact territories, one for each rep.
- Check in at each stop on your phone: Today’s visits in order: navigate, then say what happened, add a note and a photo.
Guides and terms
- Territory planning: Dividing a market into areas for reps or teams.
- Route planning: Putting a day's visits into a good order, for one rep or several.
Industries that use it
Try it
Build a flow with Split by territory on the home page, no account needed, or book a call. Try it live