Visualize which territories are out-performing the rest in seconds!
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 ADD MENU
Once you’ve opened your map, click on the “Add” menu in the top left corner of the screen.
3. CHOOSE “SELECT FROM LIST”
Once the “Add” menu is opened, hover over the “Territories” option. Then select the “Select from List” option to open the lightbox.
4. SELECT THE BOUNDARY AND CHOOSE “HEATMAP ON PINS INSIDE BOUNDARIES”
Choose which boundary type you want to overlay on the map with the dropdown menu (see available territories). Use the search bar to quickly find the territory you’re looking for. Once you’ve selected the boundary type, select a “Heatmap on Pins Inside Boundaries.”
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.
6. SELECT A COLOR CALCULATION
The color calculation 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, average, maximium, or minimum of the data in the column.
7. Customize the Style
After finalizing the “Color Calculation”, 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.
8. CLICK “OK”
After clicking “OK”, you can click inside any of the territories applied on the map. That will open a report that shows you all the locations within that territory, and that info can be exported to an Excel spreadsheet.
Watch a demo for more help on how to identify your successful territories.
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