Sales @Tableau | Optimal territory planning (Repeated)

1,654 views · Published 25 October 2018 · 59:24 · Indexed 2 October 2026

Channel: Tableau · 2018 · People & Blogs

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Creating equitable territories for your sales team is critical to having a productive, efficient, and happy sales team. Join this session to learn how Tableau’s own 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’s geospatial functionality to interactively create custom territories.

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