Set a minimum limit for a certain criterion that each territory must have.
Add minimize criteria
In the Balancing Criteria field, click Add Criteria.
Select Minimize.
In the Set Minimum Value field, type a number for the minimum 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.
Minimize examples
Minimum 4 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 minimum of 4 records where there are 50 or more employees.
Configuration:
Number of territories to build:
3Set Minimum Value:
4Set filter criteria:
[fio_numberOfEmployees] Is greater than or equal to ‘50’
Result: Autogenerates three child nodes (Node_1, Node_2, Node_3) where a 642 records that include 50 or more employees are equally divided to each territory. The remaining records are placed in unassigned.