territory mapper copyright 2010, ttg, incorporated general terminology this lesson introduces the...

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Territory Mapper Territory Mapper Copyright 2010, TTG, Incorporated General Terminology General Terminology This lesson introduces the user This lesson introduces the user to a partial list of basic to a partial list of basic terminology that has special terminology that has special meaning for Territory Mapper meaning for Territory Mapper users. users. A more complete list of terms is A more complete list of terms is available for review in the Help available for review in the Help section of Territory Mapper, section of Territory Mapper,

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Page 1: Territory Mapper Copyright 2010, TTG, Incorporated General Terminology This lesson introduces the user to a partial list of basic terminology that has

Territory MapperTerritory Mapper

Copyright 2010, TTG, Incorporated

General TerminologyGeneral Terminology

This lesson introduces the user to a partial This lesson introduces the user to a partial

list of basic terminology that has special list of basic terminology that has special

meaning for Territory Mapper users.meaning for Territory Mapper users.

A more complete list of terms is available for A more complete list of terms is available for

review in the Help section of Territory review in the Help section of Territory

Mapper, under the Glossary tab.Mapper, under the Glossary tab.

Page 2: Territory Mapper Copyright 2010, TTG, Incorporated General Terminology This lesson introduces the user to a partial list of basic terminology that has

Territory MapperTerritory Mapper

Copyright 2010, TTG, Incorporated

Account - A geographic representation of a record in a Account - A geographic representation of a record in a linked table. Accounts can be used to display locations of linked table. Accounts can be used to display locations of sales reps, customers or prospects and any other location sales reps, customers or prospects and any other location information.information.

Anatomy of an Account:The symbol, size, and outline color of Accountsare managed by the user, through Account Rules.The fill color of Accounts is representative of the

Territory assignment, from the Hierarchy.

Page 3: Territory Mapper Copyright 2010, TTG, Incorporated General Terminology This lesson introduces the user to a partial list of basic terminology that has

Territory MapperTerritory Mapper

Copyright 2010, TTG, Incorporated

Alignment - The process of assigning map objects (States, Alignment - The process of assigning map objects (States, Counties, ZIP Codes, etc.) to elements of a sales hierarchy Counties, ZIP Codes, etc.) to elements of a sales hierarchy (for example, Territories, Districts, Regions, and Areas).(for example, Territories, Districts, Regions, and Areas).

Page 4: Territory Mapper Copyright 2010, TTG, Incorporated General Terminology This lesson introduces the user to a partial list of basic terminology that has

Territory MapperTerritory Mapper

Copyright 2010, TTG, Incorporated

Alignment Layer - The map layer listed at the top of the Alignment Layer - The map layer listed at the top of the Layers Tab, the Alignment Layers Tab, the Alignment Layer, determines the map Layer, determines the map objects that are used in objects that are used in designing and aligning designing and aligning territories.territories.

The Alignment Layer has a The Alignment Layer has a red check mark, when visibility red check mark, when visibility is fully turned on for the layer. is fully turned on for the layer.

When the visibility state is off, When the visibility state is off, the check mark is grey. This can the check mark is grey. This can occur when the visual display is occur when the visual display is suppressed due to SmartDraw, suppressed due to SmartDraw, or, when the line style is set toor, when the line style is set toTransparent in Layer Properties. Transparent in Layer Properties.

Page 5: Territory Mapper Copyright 2010, TTG, Incorporated General Terminology This lesson introduces the user to a partial list of basic terminology that has

Territory MapperTerritory Mapper

Copyright 2010, TTG, Incorporated

Browser - In Territory Mapper, the Browser is a data Browser - In Territory Mapper, the Browser is a data table used for displaying information in linked data table used for displaying information in linked data sources. sources. The Browser is capable of sorting data, summarizing The Browser is capable of sorting data, summarizing data to different geographic levels, and other functions data to different geographic levels, and other functions useful in aligning territories.useful in aligning territories.

Page 6: Territory Mapper Copyright 2010, TTG, Incorporated General Terminology This lesson introduces the user to a partial list of basic terminology that has

Territory MapperTerritory Mapper

Copyright 2010, TTG, Incorporated

FIPS - A series of Federal Information Processing FIPS - A series of Federal Information Processing Standard codes (or geocodes) that define States, Standard codes (or geocodes) that define States, Counties, MSAs, Cities, Places and other related census Counties, MSAs, Cities, Places and other related census geography.geography.

County FIPS code

County FIPS code

County FIPS label

County FIPS label

State FIPS label

State FIPS label

State FIPS code

State FIPS code

Note, if you link your data Note, if you link your data by County, you must use by County, you must use the County FIPS code, not the County FIPS code, not the County label, or the the County label, or the county common name. county common name. In Territory Mapper, export In Territory Mapper, export the Alignment Layer to get the Alignment Layer to get a list of the FIPS codes, as a list of the FIPS codes, as shown here.shown here.

Page 7: Territory Mapper Copyright 2010, TTG, Incorporated General Terminology This lesson introduces the user to a partial list of basic terminology that has

Territory MapperTerritory Mapper

Copyright 2010, TTG, Incorporated

Hierarchy - The organizational structure of a field force into Hierarchy - The organizational structure of a field force into two or more levels where the lowest levels group together two or more levels where the lowest levels group together to form higher levels.to form higher levels.

1. Territory View

2. District View

3. Region View

4. Area View

Page 8: Territory Mapper Copyright 2010, TTG, Incorporated General Terminology This lesson introduces the user to a partial list of basic terminology that has

Territory MapperTerritory Mapper

Copyright 2010, TTG, Incorporated

Projection - A map Projection - A map projection is an attempt to projection is an attempt to portray the surface of the portray the surface of the earth or a portion of the earth or a portion of the earth on a flat surface. earth on a flat surface. Some distortions of Some distortions of conformality, distance, conformality, distance, direction, scale, and area direction, scale, and area always result from this always result from this process. process. Some projections minimize Some projections minimize distortions in some of these distortions in some of these properties at the expense properties at the expense of maximizing errors in of maximizing errors in others. Some projections others. Some projections are attempts to only are attempts to only moderately distort all of moderately distort all of these properties. these properties. Equal Area Projection can Equal Area Projection can be set by selecting it from be set by selecting it from the View menu.the View menu.

Equal Area ProjectionEqual Area Projection

No ProjectionNo Projection