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.
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!
How to Draw on a Map to Create Custom Territories
Mapline offers many ways to visualize territories – state, county, area code, zip code and plenty more. But sometimes you need a custom option, and we provide that too. 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.
But there’s more! You can click on your custom shape to see a list of all the locations that are inside the shape. Then you can easily export them back to Excel to use in other analysis. This makes it super nice when you are creating sales territories and need a quick list of whose territory new customers fall.
With custom mapping software from Mapline, you can quickly draw custom territories and shapes on your map with the Draw Pad feature. Just select the shape you would like to draw on your map, such as a line, circle, square, or polygon. For circles, squares and the like, you simply click on your map to create the shape. For custom polygons, click along the edges of the custom territory you want to create, and finally click back on your original point to close the shape.
Using Custom Territories for Additional Analysis
There’s even more you can do with Mapline! You can click on your custom shape to see a list of all the locations that are inside the shape. Then you can easily export them back to Excel to use in other analysis. This makes it super nice when you are creating sales territories and need a quick list of whose territory new customers fall into.
This gives you the ability to do what can’t be accomplished in Excel! And it only takes a few minutes. Get started adding your custom shapes or territories to a map and find out more about what Mapline can do.
Visualizing Your Data with a Geographic Radial Heat Map
Radial heat maps look like weather radar and show color coded concentrations of your data. With radial mapping software options you’re not only able to visualize your data on a map but you can also easily and immediately understand where the majority of your activity is located.
By presenting more densely populated areas in one color and sparser locations in another from the gradient, Mapline makes analysis of your data simple, whether you’re mapping customers, sales or other calculations from your spreadsheet. You can view heat map overlays with your data pins and you’re also able to hide the pins for a clearer picture.
Steps to overlay a radial style heat maps
- Open your map.
- Click the drop down menu next to your dataset.
- Select “Heat Map.”
- Select whether you would like to apply the heat the area around the pins or the overlapping radius areas.
- Define the radius (miles or kilometers).
- Select whether you would like the heat map to be based on location density or the sum or average of your data.
- Click on the “Styling” tab to set the opacity and blur. You can also remove the legend and fade the edges of the heat map.
- Click “OK.”
If you want to hide the map pins so you only see the heat map, here’s what you can do:
- Click the pin icon on the left sidebar.
- Click the “Remove” button.
Ready to use our radial mapping software? Check out our plans and pricing to find the right option for you.