Mapline offers a wide range of territory boundaries which can be added to your map. See Mapline’s Available Territories to see what is offered as well as step-by-step instructions on how you can add them to your map or build heat maps.
What are sales territory reports? These are summary reports on different territory areas. Using Mapline’s territory mapping software and mapping tool feature, you can quickly plot your sales data on a map, click on the territory, and see all the locations inside along with other metrics such as their total or average sales for locations with sales data.
Sales Territory Report Example at Work
Let’s say you are a sales company and you cover the entire United States. To get the sales territory report of each individual state (where a sales manager is assigned per state), just click on a specific state to see all the information right in front of your eyes. The report contains the following:
- Measurements – the shape of the territory, number of sides, area, and center coordinate
- Summary of All Data – summary of all data sets inside the territory which include name, location count, midpoint, and center of minimum distance. If you have sales numbers in your pins, then you can see the total or average sales for each territory.
- Export option – to download the territory report.
Territory Reports – Uses and Benefits
Use sales territory reports to analyze your sales territories. Identify which users have been assigned to which territories, which users have been assigned to more than one territory, or which users have no territories.
- Access performance reports of Sales Managers.
- Access customer data to build strategic selling actions.
- Drive additional sales to new market.
- Establish optimal business with different sales areas.
- Gain insight on market segmentation.
- Identify customers to focus on.
- Identify customer opportunities.
Want to try this out now? Easy! Just create your map and place your sales data pins on the map. Then, overlay the territory you would like to view.
To access the territory report:
- Hover your mouse to a specific territory and click it.
- Your territory report will appear.
- Click the “Download” link
That’s how easy it is to see territory performance reports! You can also create a heat map of your territories to visualize the performance.
Excel Mapping for Customer Segmentation Data
Customer segmentation has never been easier than with Excel mapping. By mapping with Excel data, you get a clear visual representation of information that was previously only available in spreadsheet format. With Mapline you can segment customers based on any data you have in an Excel spreadsheet. Let us give you an example.
Let’s say you want to be able to segment and differentiate your customers based on which policy they buy. First you need to map Excel data.
Once you have all your locations mapped, you can use the Segment tool to group your pins by any column from your spreadsheet. So, just click on the layers options and select the segment option. Then you can choose the Policy column from your spreadsheet. Done! You can see trends on where certain policies are being sold to help you segment your customers and enhance your marketing efforts.
That’s how simple it is to segment customers by mapping Excel spreadsheet data. Market segmentation data can be invaluable for understanding what’s happening with your business and getting a leg up on the competition. Decide on the right plan and pricing for you and try it out for yourself.
Use Segments to Group Pins on Your Map
When you create a map, you can specify locations with pins and identify trends and outliers by customizing your pins with different shapes, colors, and sizes. As helpful as this is, what do you do when you have a crowded map of pins? To really pull insights from your pins, you need to be able to group and categorize them. This is where the Segments feature comes in.
Let’s take an example. Say you have a spreadsheet of customers and each customer has an assigned sales manager. You can use segments to assign different pins for each sales manager’s locations. You can do the same thing to visualize customer segments, location types, or regions.
To dive even deeper, you can regroup your data and create a three-layer map showing customer addresses, distribution centers, and competitors. You can leverage the different pin colors to identify relationships between the groups. This is also helpful for presentations, as you can create impressive visualizations that actually show your colleagues and audience the different layers of data in a very digestible way.
Steps to add Segments to your map
- Create a new map and add a dataset on your map.
- Click layer options menu next to the layer on your map.
- Select the “Segment” option.
- Click the “Add tier of segments” button.
- Select the category from your Excel spreadsheet that you would like to use as categories on your map.
- Click Done.
That’s all it takes to group your pins and assign different icons for different groups of locations!
Mapping gives you a whole new way to report sales territory performance visually.
A territory heat map is the easiest way to visualize performance. Just paste your spreadsheet sales performance data into Mapline to show your customers or locations on a map. Then, you can easily overlay territories to your map to see performance by postal code, county, or state. Each territory will be colored according to the sales performance of all customers or locations within that territory. Also, clicking on a territory will give me a summary of all the included data. And you can easily export that back to Excel if needed.
Alternatively, you can also use the Draw Pad if you want something super quick. Just draw a shape on your map that encompasses multiple sales territories. Then, you can click on the shape to see all the data for the locations inside the shape. You can then group it by Rep, Policy, Active or not, or anything else.
That’s how easy it is to visualize sales territory performance in mapping. Sign up to get started!