Once the “Add” menu is opened, hover over the “Territories” option. Then select the “From Mapline’s Repository” option to open the lightbox.
Choose which boundary type you want to overlay on the map with the dropdown menu. Use the search bar to quickly find the territory you’re looking for. Once you’ve selected the boundary type, select “Dynamic Heat Map Colors.”
The “Color On” field 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.
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.
After clicking “OK”, you can click inside any of the territories applied on the map. Click on the “Report” icon at the bottom of the lightbox to open a report that shows you all the locations within that territory. That info can then be exported to an Excel spreadsheet.