Free Tool

·Most companies don't know their territories are broken

Territory Balance Checker

Are your sales territories actually fair and efficient? Upload your customer list and instantly see workload, revenue, and travel imbalance across your reps — with a visual territory map and rebalancing suggestions.

Uses coefficient-of-variation scoring across workload, revenue potential, and travel spread — the same dimensions territory planners analyse manually.

No sign-upFree foreverInstant territory mapWorks for any team size

📊 Demo dataset — London area, 3 reps, 18 customers

Pre-geocoded demo data showing a clearly imbalanced territory. Try it instantly, then upload your own data.

CustomerRepVisits/wkOrder value
Camden MarketAlex31,200
Islington HQAlex2800
Holloway DepotAlex3950
Finsbury ParkAlex2600
Highbury ShopAlex41,100
Stoke NewingtonAlex2700
+ 12 more customers

From a one-time check to continuous optimisation

Territories drift. Most companies never notice.

This checker gives you a point-in-time view. But territories shift constantly as customers grow, churn, or relocate. Dynamics Mobile continuously rebalances territories, optimises routes within each, and keeps everything synchronised with Microsoft Dynamics 365 — so your field team stays efficient as your business scales.

Sales territory planning — common questions

How do I know if my sales territories are balanced?

Balanced territories mean each rep has roughly equal workload (visits × service time), comparable revenue potential, and similar travel burden. Signs of imbalance include one rep consistently missing targets while another exceeds them easily, frequent complaints about fairness, or noticeably different travel times across the team. This tool calculates a balance score across all three dimensions using the coefficient of variation.

What is the right number of customers per sales rep?

There is no universal answer — it depends on visit frequency, service time, and geography. A rep covering 50 small accounts with monthly visits is very different from one covering 15 key accounts with weekly visits. The right metric is total workload hours per week, not raw customer count. This tool calculates workload scores to make that comparison meaningful.

How does travel distance affect territory fairness?

A rep with customers spread across a large geographic area spends significantly more time driving — time that is not available for selling or servicing. Even with equal customer counts, travel-heavy territories effectively give a rep less productive time per day. The territory spread score in this tool measures how dispersed each rep's customers are relative to their territory centroid.

How often should sales territories be rebalanced?

As a rule of thumb, territories should be reviewed at least annually and rebalanced whenever workload variance across reps exceeds 25%. In fast-growing companies or those with high customer churn, quarterly reviews are more appropriate. Most companies never rebalance because doing so manually is time-consuming — which is exactly where tools like Dynamics Mobile add ongoing value.