How Data Analytics Techniques can Optimize Sales Territory Planning

Abstract

Territory management is one of the key factors defining the success of such enterprises, for example, in the real estate sector, where allocating territories for sales constantly and increasing their efficiency is important. SaaS, especially data visualizations with Tableau, allows real estate firms to move away from the industry’s conventional ‘gut feel’ decision-making. This extended article looks closer beyond how Tableau is used in real estate territory planning, including other uses of predictive analytics, AI, automation, and other decision support systems. The paper also provides a clear and detailed plan for cleansing and processing data, coding on Tableau, creating a dashboard, and checking real-time performance. In addition, it explores approaches to improving data quality, managing obstacles, and applying these methods across large organizations.