Sales territory reports provide full visibility into your sales performance you don’t get when looking at numbers in a spreadsheet. Sales summary maps created with our territory mapping software include:
Creating a sales summary map is easy. Just build 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:
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.
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.
Specifying locations with pins helps you identify trends and outliers, but what if you’re looking at too many locations at once? All that data viewed at once can get confusing and start blending together. With the segment feature, you can categorize your pins and narrow in on what you actually want to look at.
Follow our step-by-step instructions to add segements to your maps where you can visualize customer segments, location types, regions, and more.
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!