Territory planning for CPG
Optimize sales territories from diagnosis to plan.|
A six-step walk for CPG sales ops, from "is the master data trustworthy?" to "here's the plan to ship" — surfacing overlap types, putting trade-offs on both sides, and capturing every yes, skip, or defer as state you can return to days later.
How it works
Route optimization, the way it should be done.
Pick the distributors in scope.
Every session starts with a scope. Multi-DB cases are first-class — we don't pretend the optimizer can see across all your DBs at once.
- Multi-DB scope per case
- Tenant-scoped picker, fast
- Resume across sessions
How we differ
Three mental models that shape every decision.
Diagnostic, not dashboard
Dashboards tell you the score. We tell you what to do about it. The journey is gated on master health — you don't optimize what you can't trust.
Six overlap types, only one fixes
DB, Rep, Route, Product, Commercial, Waste. Five are often intentional — segmentation, channel, PD. Only Waste pays for re-planning. We know the difference.
Three fixes, three speeds
Master fix (cleans data in FA admin, no real-world change). Process fix (visit-frequency rule change). Plan fix (re-zone, re-rep, re-route). Most early value is in #1.
Common questions
Things people ask.
Ready to walk a session?
Start with one DB. Walk the journey in under ten minutes.