Monitor Team Performance &
Automate Reporting
AUTOMATE TEAM REPORTING
First, let’s ensure that you always have the most up-to-date information at your fingertips! Custom forms empower your team and customers to submit updates with pre-built, dynamic options that can even be customized to their current location. Capture key data that empowers you to track everything, including:
- Client Name
- Address
- Brand Name
- Visit Date
- Lead Stage
- Referral and Commission Updates
- Customer Availability
- Customer Notes
- Expense Receipts
- Time of Submission
Pro Tip: Leverage Mapline Data to automatically reassign leads to the next available rep whenever a visit is missed or canceled. Nothing ever falls through the cracks when you have a holistic system that accommodates hundreds of variables in the blink of an eye!
GENERATE VISUALIZATIONS
Next, let’s turn the data you’re collecting into stunning visualizations that empower you to dive right into analytics. Create a new chart or a new report in seconds, then customize your chart or report to ensure the right outputs.
Create as many charts and reports as you need, because in the next step, we’re adding them all to a custom dashboard so you can see everything in one place.
Segment your charts for an even deeper analysis of your team performance, customers, and leads. Visualize specific categories so you can see all of the factors impacting sales.
CREATE DASHBOARDS
Add your Mapline visualizations to a custom dashboard, keeping everything in one place so you can work smarter, not harder.
First, create a new dashboard and add the visualizations you need. You can even create multiple dashboards if you need to track different KPIs for different teams or business segments.
This is a powerful way to track sales team activities, expenses, and outreach campaigns.
Pro Tip: For a quick snapshot of your KPIs, add metrics to your dashboard. This lets you visualize real-time stats, such as closed deals, visits completed for the day, mileage, reimbursements, or anything else you need to keep track of.
PRO TIP: For a quick snapshot of your KPIs, add metrics to your dashboard. This lets you visualize real-time stats, such as closed deals, visits completed for the day, mileage, reimbursements, or anything else you need to keep track of.
ACCESS TERRITORY DATA
Get territory-specific insights with territory reports. Here, you can extract valuable data from your territories, including viewing sums, counts, averages, or sorting data by location.
But that’s not all! See average sales, customer counts, or compare your performance metrics across different regions!
This is the key to informed decision-making and fully harnessing the power of your data.
Pro Tip: Seamlessly connect your systems with Mapline to securely share data between your programs and ours. Know with 100% certainty that your decisions come from your data, every single time–all without lifting a finger!
ENHANCE WITH DEMOGRAPHICS
Seamlessly incorporate demographic data into your visualizations and hone in on high-value neighborhoods at a glance.
Calculate the population within a map territory, or display the average household income around each of your business locations in just a few minutes.
Once you add U.S. demographic data, a new column appears in your dataset, ready to be visualized on your map through labels, heat maps, or territory pop-out bubbles. Alternatively, use it for advanced calculations that inform data-driven decisions for your organization.
Pro Tip: Mapline provides the most up-to-date demographic data available worldwide, eliminating the guesswork from your decision-making process.
RUN DISTANCE CALCULATIONS
The true power of Mapline is when you leverage your location data to learn how it impacts operations. Get distance analytics in minutes so you can optimize your strategies better than your wildest dreams!
Leverage Mapline Data to run distance calculations, or access any formula available in Excel (and even some that aren’t!). Once you finish configuring your calculations, a new column appears in your dataset with the information you generated. You can leverage this data in your routes or future calculations, or use it to segment your audience and generate smart sales territory boundaries.
