Cluster design should follow outlet density, not administrative boundaries. This improves route quality and manager oversight.
Before you begin
- Prepare cleaned distributor and outlet master data.
- Finalize cluster naming rules and ownership levels.
- Confirm the escalation matrix for each cluster.
Configuration steps
- Open Admin > Territory Setup > Cluster Manager.
- Create clusters by zone and assign default sales hierarchy.
- Map distributors and validate overlap warnings.
- Publish and run a pilot sync for one business day.