Territory Planner
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Balanced territories. A schedule every rep can keep.

Upload your points of sale. Territory Planner splits them into workload-balanced territories, builds a 4-week visit schedule for each rep, and plans an optimized driving route for any day.

Watch the demo How it works

The whole flow in 90 seconds, from a spreadsheet to a day's route. Fictional stores on a real map.

How it works

From a spreadsheet to Monday's route.

One upload, one click to build, then refine it on the map.

  1. Upload

    Drop in an Excel or CSV file of points of sale: location, visit frequency, service time and allowed days.

  2. Build

    The planner sizes the team from the workload, balances the territories and schedules every visit.

  3. Refine

    Redraw a territory's outline on the map, then recalculate. Or fix the number of territories yourself.

  4. Route

    Pick a territory and a day to get an optimized stop sequence with arrival times.

Your data, as it is

Review every point of sale before you plan.

Import .xlsx, .xls or .csv. Visit frequency, service time and allowed days show up as a table you can filter, sample, edit and add to. Problem rows are flagged, not hidden.

  • Twice a week down to once a month
  • Available and restricted weekdays per store
  • Add a store by typing its address
The Review POS table with store IDs, seller types, visit frequency, service time and available days

Balanced by workload

Territories sized by hours, not by count.

Each territory is balanced on weekly workload: service time plus travel, for every visit. Travel estimates are checked against real road distances from NextBillion.ai.

8 territories · 28 to 35 h a week each

Know your headcount already? Fix the number of territories and the planner balances the load across them.

Plan stats: 8 territories, 600 stores, 258 weekly hours, busiest rep-day 7.12 of 7.42 hours, and per-territory stores and weekly hours

A schedule, not just a map

Four weeks of visits, day by day.

Every visit lands on an allowed day, and every rep-day stays under the daily cap. Hover a territory to see its whole 4-week calendar.

2,140 visits in 4 weeks · busiest day 7.12 h of 7.42 h
A territory's 4-week by Monday to Friday load calendar, every day under the 7.42 hour cap

Today's route

From the plan to the driving route.

Select one territory and a day, and NextBillion.ai's route optimization orders the stops. You get arrival times, service and drive time, and the route on the map. It honors delivery windows when your file has them.

11 stops · 27.3 km · 49 min driving
An optimized route for one territory on a Tuesday, with numbered stops on the map and a stop table

Built for the field team

Edit, save and share the plan.

  1. Redraw

    Drag a territory's outline. Stores left outside move to the nearest territory.

  2. Recalculate

    Re-run the schedule after any edit and see what changed.

  3. Save

    Save plans, reopen them later, update or save as new.

  4. Five languages

    English, Português, Español, Français and Polski. The API key stays on the server.

Built on NextBillion.ai.

Maps, distance matrix and route optimization by NextBillion.ai. Territory Planner is an internal tool and isn't publicly available yet.

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