Custom Territory Mapping with Mapline

Mapline offers a lot of fantastic features to help you analyze your Excel location data. One of these features is territories. With Mapline, you have the option to use a multitude of existing territories as well as creating custom shapes on your map. Want to understand the advantages of each of these methods? We’ve got you covered.

Available Existing Territories – How to Use Territory Mapping Software

Mapline offers territories for dozens of countries, from Afghanistan to Zimbabwe and everything in between. You’re able to select your chosen country or continent and narrow down from that level. Examples of existing territories include: Australian local government areas, postal codes, states and territories and suburbs; China provinces; UK counties, countries, postcode areas, postcode districts and regions; and US zip codes, Census tract maps, congressional districts, area codes and school districts. Find a full list of Mapline’s available territories here.

As you can see, territories vary widely. Using our existing territories is best when you want to analyze your company’s location data in relation to your customers’ own lives and reality. For example, if you want to understand demographic factors associated with customers, you might plot customer addresses and overlay a territory as broad as states or as granular as US Census tracts to view distinct groups of populations and analyze their behavior.

Draw on a Map for Custom Map Making

If, however, you wish to analyze data based on your company’s own indicators, you can use our custom territory mapping to draw a circle on a map (or square or other shape – including irregular shapes) to represent your internal boundaries or delineated sales territories. You’re also able to click on your shape to then see a list of all the addresses located within the shape.

This feature is especially helpful for analyzing sales territories to determine reps’ workload and distribution of both clients and sales personnel.

And there you have it – when to use existing territories and when it’s best to draw on a map to create your own custom shapes. It’s that simple! Want to know what else you can do with Mapline? Browse our features.

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How to Map Sales Territory Reports

Increase Visibility into Your Sales Performance

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:

  • 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.

Steps for How to Create a Sales Summary Map

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:

  1. Hover your mouse to a specific territory and click it.
  2. Your territory report will appear.
  3. 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.

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How to Create a Map with Segments

Group Pins on Your Maps for Better Insights

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.

Steps to add Segments to your map

  1. Create a new map and add a dataset on your map.
  2. Click layer options menu next to the layer on your map.
  3. Select the “Segment” option.
  4. Click the “Add tier of segments” button.
  5. Select the category from your Excel spreadsheet that you would like to use as categories on your map.
  6. Click Done.

That’s all it takes to group your pins and assign different icons for different groups of locations!

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How to Draw Shapes on Your Territory Maps

Customize Your Territories for Your Specific Needs

If you have territories that are unique to your company and don’t quite match up to existing shapes, you can plot shapes on a map to meet your individual needs. With Mapline’s Draw Pad feature, you can quickly draw custom territories and shapes on your map. Once shapes are created, you can get a list of locations inside the shape and export them for deeper analysis.

Steps to Draw Custom Shapes in Your Territory Map

To plot shapes on your map:

  1. For circles and squares, just click on the map to create the shape where you want.
  2. For polygons and other custom shapes, click on the Draw Polygon button.
  3. Click to begin drawing your shape around the pins on your map.
  4. Click around all the pins you want to include to make the shape bigger.
  5. Click on the first pin you’ve drawn to close the shape.
  6. To include pins outside of your shape, click on the Edit button.
  7. Hit Save when you finish creating the shape.
  8. To change the color of the shape, click on the Paint Bucket.
  9. Click on the Fill Color and choose the color you want from the color spectrum that appears.
  10. To get more information about the pins within your shape, click within the shape.
  11. After clicking, you’ll see square mileage of your shape and a summary of all the data points inside the shape.
  12. Download the summary and location reports to use for further analysis.

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