Set a maximum limit for a certain criterion that can be assigned to each territory. Territories cannot have more records assigned to it than the maximum limit specified.
Add maximize criteria
In the Balancing Criteria field, click Add Criteria.
Select Maximize.
In the Set Maximum Value field, type a number for the maximum limit.
Click Create Criteria and use the filter builder to add conditions that filters the criteria included in the territory balancing.
Complete the remaining sections for Smart Plan.
Click Save & Exit.
Maximize examples
Maximum 10 records with 50 or more employees
Scenario: A node contains a total of 1,020 records that you want to divide into three territories with a maximum of 10 records where there are 50 or more employees.
Configuration:
Number of territories to build:
3Set Maximum Value:
10Set filter criteria:
[fio_numberOfEmployees] Is greater than or equal to ‘50’
Result: Autogenerates three child nodes (Node_1, Node_2, Node_3) where a maximum of 10 records that include 50 or more employees are assigned to each territory. The remaining 990 records are placed in unassigned.