Territory Planning (Territory Balancing + Location Allocation)

Builds CARTO Workflows that solve two related spatial optimization problems: dividing areas into balanced territories (e.g. sales regions, service zones) and finding optimal facility locations that maximize coverage or minimize cost.

Prerequisites: Load carto-create-workflow for the development process, JSON structure, and validation commands. Both components require the Territory Planning Extension Package installed on the connection.

Territory Balancing

Divides a study area into spatially contiguous territories that are balanced by a demand variable (e.g. workload, population, revenue).

Pipeline

Source Data (points) -> Spatial Indexing -> Aggregate per Cell -> Territory Balancing -> Save

Step 1: Load Source Data