Using the Territory Mapping Template to Create and Manage Territories in Simple GIS Client
This tutorial demonstrates using the Territory Mapping Project Template to create and manage territories in Simple GIS Client. This tutorial will demonstrate creating a base layer used for assigning and creating territories. It will cover appending data from external data sources, such as sales data or demographic data from the US Census Bureau to your base layer. I will also demonstrate how to create your territory assignment layer, using your appended data to help manage and balance territories. It will also show how to export territory assignments to an easy to read Excel spreadsheet. For more information, please visit https://simplegissoftware.com/simple-....
Chapters:
0:00 Creating New Project Based on Territory Mapping Project Template
0:58 Installing the Simple Territory Mapper Plugin
3:09 Adding a Base Map to your Project
4:00 Creating a Base Territory Boundary Layer
6:24 Append Data from External Datasource to Base Territory Boundary Layer
10:55 Append US Census Demographic Data to your Base Territory Boundary Layer
12:22 Specifying Legend Symbols for Base Territory Boundary Layer and Creating Layer
14:14 Creating Territory Assignments Layer
17:10 Managing Territory Assignments
23:42 Export Territory Assignments to an Excel Spreadsheet