Quick Reference Guide
LOCATION CLUSTERS
Pro Tip: If you’re unsure which clustering method to use, start by asking what you’re actually trying to balance. If you need equal geographic coverage, optimize by minimizing distance. If you need fair workload distribution, balance by number of pins. If revenue, service hours, or opportunity size matters most, cluster by total value.
Choosing the right logic upfront ensures your clusters reflect real operational priorities, not just evenly spaced pins.
ADD LOCATION CLUSTERS
To add Location Clusters, open your dataset and click the blue + (plus) sign in the top menubar. Select GEO-ENRICHED COLUMN, then choose Location Clusters from the Geo-Enriched Data dropdown. Next, let’s configure how you want your clusters generated. We’ll start with how you want to cluster your locations.
OPTIMIZE BY
Next, choose how Mapline should optimize cluster creation:
- Minimizing Distance to Cluster Center Points: Groups locations to reduce overall geographic spread within each cluster.
- Balancing the Number of Pins in Each Cluster: Ensures each cluster contains a similar number of records.
- Balancing the Total Column Value of Each Cluster: Distributes a selected numeric value evenly across clusters (for example, revenue, opportunity size, or workload). If you choose this option, select your desired column from the COLUMN drop-down.
CLUSTERS
Next, enter the total number of clusters you want Mapline to generate. This number typically reflects how many territories, teams, vehicles, or service regions you need to create. If necessary, apply filter criteria to limit clustering to a specific subset of records before clusters are calculated. Finally, choose whether you want clusters to refresh automatically when your data changes or update manually, then click OK to generate your cluster column.
To configure:
- Equalize By: Select the numeric dataset column you want to balance across clusters (for example, revenue, number of accounts, service hours, or opportunity value).
- At Least / At Most: Choose whether each cluster should contain at least or at most a specified total value.
- Input Total Value: Enter the target value Mapline should use when distributing records into clusters.
This method ensures each cluster carries a similar level of total business value rather than simply containing a similar number of pins.
DO MORE WITH YOUR CLUSTERS
Once created, your clusters are added as a new dataset column, making them instantly usable across Mapline. Because the results live in your dataset, you can map them, filter by them, and build workflows around them without exporting anything.
- Assign clusters to specific sales reps, service teams, or delivery groups to distribute workload.
- Use clusters as territory zones for routing, scheduling, and daily planning.
- Visualize cluster performance in dashboards by comparing totals, coverage, or outcomes.
- Segment outreach and marketing activity based on geographic groupings and density patterns.
Location Clusters turn scattered locations into organized, optimized structure, helping you move from raw data to actionable territory strategy in seconds.
