Quick Reference Guide - Mapline

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QUICK REFERENCE GUIDE

Here’s our quick guide to all of Mapline’s settings,
features, and configurations.

Add workflows in Mapline

Button Columns

Button columns revolutionize your data management by allowing you to automate tasks, minimize manual effort, and ensure flawless operations.

Example of a map with center points based on center of minimum distance

Center Points

Generate center points from your existing map pins and level-up your analytics game! Analyze market coverage and how distance impacts ROI.

Screenshot of the 'change source' lightbox in Mapline

Change Data Source

Seamlessly update the dataset your visualizations rely on, and preserve the location of your chart or report on a dashboard…

Add Connectors in Mapline

Connectors 101

Seamlessly pull data from your favorite platforms like Salesforce, Google Sheets, and more, directly into Mapline. Get real-time updates…

Add a new Connector for Google Sheets in Mapline

Connectors: Google Sheets

With the Google Sheets Connector, you can instantly pull all your spreadsheet data directly into Mapline. No more time-consuming exports…

Add a new Connector for Salesforce in Mapline

Connectors: Salesforce

With the Salesforce Connector, you can seamlessly pull your Salesforce data directly into Mapline, unlocking a levels of insight and analytics

Mapline Coverage Areas lightbox, with the radius section highlighted

Coverage Areas

This is your secret weapon for visualizing all of the factors influencing your business locations! Learn how to use coverage areas now.

Screenshot of the Dataset Settings lightbox in Mapline

Dataset Settings

Customize your date and time display settings according to your desired country and time zone.

screenshot of the dependencies drop-down menu in Mapline datasets, with the dependent visualizations highlighted

Dependencies

Quickly generate new visualizations from your dataset, or update which dataset(s) your existing visualizations are dependent upon.

Screenshot of the Embed lightbox in Mapline, with the Embed code section highlighted

Embedding

Embed visualizations on your website, painting a clear picture of the information you need to share.

Add a new file column in your Mapline dataset

File Columns

Create a new dataset column with a file upload button! This gives you the power to quickly attach new files to your data as needed.

filter lightbox in mapline

Filters

Filters narrow down your data so you can analyze faster than ever. Here’s how.

Screenshot of the Folder Report window under the 'By Territory' Tab

Folder Report

Folder reports give you instant access to all the data within a territory or set of territories. See how easy it is to add formulas, analyze territory data, and more!

Heat Maps

Visualize data density around your pins with a radius-based heat map. It’s great for making your presentations or proposals look stylish!

Screenshot of different HTML Color Names accepted by Mapline (and all browsers)

HTML Color Names

Using HTML Color names to style your maps and data visualizations? Here’s a complete list of the HTML color names you can use in Mapline.

Screenshot of the Labels lightbox in Mapline

Labels

Labels empower you to display the right information on your visualizations at the right time. Perfect for proposals and presentations…

Screenshot of the Layer Settings lightbox in Mapline.

Layer Settings

Customize your map layers to display the information you need at any given time. Toggle layers on and off, configure your pop-out menu settings, and more!

Screenshot of the Map Settings lightbox in Mapline, with the Background section highlighted

Map Settings

Configure your map settings to get the exact appearance and functionality you need.

Screenshot of the Mapline Data lightbox

Mapline Data 101

Here’s a quick overview of how to add Mapline data to your maps and get the most advanced data calculations known to man! Calculate data, distance, demographics, and more– and all of these calculations update whenever your data refreshes.

Screenshot of a map route generated by Mapline Data.

Mapline Data: Advanced Route Optimization

Imagine routes that optimize themselves. We’re excited to let you know that this isn’t just a dream – through the power of Mapline data, it’s right at your fingertips, right now.

Configure your category criteria and filters

Mapline Data: Configure Categories

Auto-assign categories to each row in your dataset based on specific conditions. Group and sort data effortlessly…

Screenshot of Mapline Data lightbox with demographic data higlighted

Mapline Data: Demographic Data

Here’s how to add demographic data to your Mapline datasets and maps. It’s never been easier to identify key customer and competitor metrics.

Mapline Data: From Dataset

Take your visualizations to the next level by leveraging any of your existing datasets in Mapline. This is a powerful way to bring in data…

Mapline Data: From Territory

Mapline Data: From Map Territory

Pull data from your existing territories, or from Mapline’s exclusive territory database. This is a powerful way to pull territory data into your datasets!

Screenshot of a route with several stops

Optimized Routes

The power to create the most optimized routes on Planet Earth is right at your fingertips! Check it out.

Add pins to your Mapline map in seconds

Pins

Add pins to your map in seconds! Copy and paste spreadsheet data, or pull directly from existing Datasets and Views in Mapline.

Style your map territories to get the most out of your data

Pin Styling

Get the most out of your data with advanced pin customizations— here’s how.

Screenshot of the Replace Dataset lightbox in Mapline

Replace Dataset

Replace any dataset tied to your map in seconds. Just copy, paste–and BAM! Your map is updated with the data from your spreadsheet.

Save Mapline visualizations as images

Save As Image

Save maps and charts as images in a snap! Files download as a PNG.

Segment your data to drill down to new insights

Segments

Visually differentiate between categories: split your customers into groups and tiers.

Draw shapes on your Mapline map

Shapes

Get an in-depth analysis of data within a given area. Draw custom shapes to get the exact territory borders you need!

Screenshot of the Share lightbox in Mapline

Sharing

Share datasets & visualizations in seconds with Mapline’s Share function. (Psst: Our sharing permission levels are more advanced than Google’s).

Sort your data in seconds in Mapline

Sort Data

Bring form answers, file attachments, navigation data, or other action columns into your datasets!

Add territories to your Mapline maps

Territories

Enhance your map with even deeper data insights! Set your own custom territories or leverage Mapline’s extensive repository.

screenshot of map territory styling lightbox

Territory Styling

Customize the appearance of your territories and shapes to draw the deepest insights from your map data.

Automate messages with Mapline workflows

Workflows

Transform the way you do business with some seriously powerful automations that boost communication, trigger actions with pinpoint precision…