Before diving into territory creation, let’s configure your dataset with the key information that will inform how your territories are built. Start by ensuring your dataset includes columns like:

• Assigned Rep: The name of the sales representative responsible for each location
• Region Name: Group locations by region to keep territory boundaries aligned with your existing operational structure
• Division Name: For larger organizations, defining divisions can help create territories that align with internal departments or geographic areas
• Historical Sales: Include sales data to help balance territories based on revenue potential, ensuring each group has equal opportunity
• Distance from Nearest Rep: Add a column calculating the distance between locations and their nearest assigned rep. This helps create more efficient territories, minimizing travel time and maximizing customer contact

Once your dataset is configured with these essential details, you’re ready to create territories that align with your business strategy. Here’s how!

Ready to add custom territory boundaries to your map? Let’s do it! From your map, click the ADD button in the top menu, hover over TERRITORIES, and select USING MAP LAYER PINS.

We’re going to explore different ways to create territories from a column in your dataset, enabling data-driven boundaries that skyrocket your ROI.

Just select the dataset you used in the previous step and it’s time for the magic.

Easily draw territories around each rep’s assigned locations. There’s no better way to ensure each rep has a manageable area to cover, reducing travel time and increasing efficiency.

Apply any filter criteria you need, like only assigning qualified leads or territories with active customers, to ensure your team is always focused on the most promising opportunities.

Next, define your outer boundary:

• PROVIDE AN OUTER BOUNDARY BUFFER DISTANCE: Specify a buffer distance around the edge of each territory. This creates a clear, defined perimeter for each territory, helping to avoid overlap and confusion.
• SELECT A TERRITORY TO USE AS THE OUTER BOUNDARY: Snap your boundaries to existing government lines, like county, zip code, or state, ensuring uniform maps without overlap. This makes your territories easy to understand and manage, aligning them with recognizable geographical boundaries.

Alternatively, you can manually set the values that define your pin groupings.

For instance, if you want each pin group to generate at least $50,000 in annual sales, select your YTD sales column from the drop-down menu, then type 50,000 as the total group value.

Apply any filters you need, then click OK.

There’s no more powerful way to create revenue-balanced sales territories. And there’s so much more you can do here. Consider:

• Focusing on high-value client distribution
• Optimizing territories for current sales campaigns
• Aligning your territories with market development initiatives
• Creating territories based on revenue potential to give everyone a fair chance of meeting their targets

Easily create a custom number of groups, allowing you to define territories that suit your needs. You can assign one group per sales rep, or even create territories based on the number of home offices or another data point that fits your strategy.

This option is perfect for balancing workloads and optimizing sales routes. It helps ensure your team spends more time with customers and less time on the road by organizing locations in an efficient way.

Start by choosing how to group the pins:

• MINIMIZE DISTANCE TO GROUP CENTER POINTS: Ensure each location is as close as possible to its group’s central point, minimizing travel distance
• EQUALIZE THE NUMBER OF PINS IN EACH GROUP: Ensure each group contains the same number of locations
• EQUALIZE THE TOTAL COLUMN VALUE OF EACH GROUP: Ensure each group has the same total value, such as YTD sales

Then, enter the number of groups you want to generate and apply any necessary filter logic.

Congratulations! You’ve created a custom territory map with boundaries directly informed by your data. This map will dramatically enhance your sales operations and help you hone in on the insights you need.

In the ever-changing landscape of sales, adaptability is key. That’s why we’ve streamlined the process of editing, reshaping, or merging territories, giving you the flexibility to adjust as your business needs evolve.

Plus, with the ability to create copies before merging territories, you can confidently experiment with different configurations and find the best fit for your needs.