RULE-BASED OPTIMIZATION OF TERRITORY PLANNING

摘要

The disclosed embodiments provide a system for processing data. During operation, the system obtains a first set of rules for assigning a first set of sales professionals to a first set of accounts, wherein the first set of rules comprises a representative load rule, a matching rule, and a balancing rule. Next, the system applies an optimization technique to the first set of rules and a first set of parameters associated with the first set of sales professionals and the first set of accounts to produce a first set of assignments of the first set of sales professionals to the first set of accounts. The system then outputs the first set of assignments for using in managing sales activity of the first set of sales professionals.