How to Customize your Territories

Customize and manage your territories to help in your analysis.

1. OPEN YOUR MAP

You can open your map by single clicking the name, double clicking anywhere on the row, or by single clicking on the row and clicking the “Open” button. If you don’t have a map created, click on the “Add New Items” button. Then select, “New Map” and give it a name.

2. CLICK ON THE TERRITORY MENU

To access the territory menu, left or right click anywhere on the territory name, or hover over the row and click on the “Menu” button. If you don’t have a territory on your map, you can add one in seconds!

3. CHOOSE “STYLE”

Once the territory menu is opened, click on “Style.”

4. SELECT THE COLORING METHOD

You can color your territories using the “Custom Style” tab which applies the settings to the entire territory. Customize the appearance by picking the fill and border colors, as well as the opacity. The “Heat Map” option allows you to color your pins based on values from one of your datasets.

5. SELECT A DATASET

Choose a dataset from the list that you’ve uploaded to your account to use to determine how to color each territory. You can also use the search bar at the top to quickly find specific datasets.

6. SELECT WHAT TO COLOR ON

Selecting what to color on will determine how to use the dataset to apply the color to each territory. The two options are “Location Density” and “Dataset Values.” “Location Density” will color each territory based on the number of locations within them. “Dataset Values” will color each territory based on a column of quantitative data from your dataset. If you choose to use “Dataset Values” to color the territories, then you’ll need to choose a column from your dataset to use. Then select whether to use the sum or average of the data in the column.

7. CUSTOMIZE THE STYLE AND CLICK “OK”

After finalizing the “Color On” field, you can customize how the heat map will appear. Percentile groups allow you to limit the number of colors used in the heat map. When you choose a gradient be aware that the top color is what will represent a “hot” area. Then choose whether to include a legend to determine the range for each color. Click “OK” when you’re done to apply the changes.

Watch a demo for more information about customizing your territories.