Territory mapping overview
This article presents an overview of territory mapping functionality with references to specific topics.
Build Your Territories
In MapBusinessOnline you can set up territories by various alignment layers including ZIP codes, counties, states, Census tracts, MSA, and other. There are several options available to map your territories:
- Create territories from a file. This option works best when you already have a file with a territory breakdown. Check out the following article for details: Import territories from a file.
- Set up territories manually by selecting geographies on a map. That’s the simplest option where you just click or shift-click desired areas on a map to define a territory. Read the following article to learn more: Manually create territories one-by-one.
- Define territories by spatial search: radius or drivetime polygon.
- Set up territories from the Data window by applying a filter based on territory unit attributes like demographics or sales targets.
All abovementioned territory mapping options can be combined to instrument you with powerful tools for the territory design.
In addition to visualizing territories on a map, MapBusinessOnline has a powerful table view of territories in the Data window. The table view provides easy access to territory or territory unit attributes such as demographics as well as navigation between territories and their units. Learn more about the territory table view: Table view of territories.
Customize Your Territories
Certainly, once you have mapped your territories, you will want to change territory name, color, transparency, or delete a territory. Check out the following sources for information:
- Edit territory properties
- Change territory color, transparency, and outline
- Hide territory internal lines
- Customize territory labels
- Delete territories
There are more options to customize your map, here are just a few:
Export Territory Breakdown
Now, as territories are in MapBusinessOnline, you can easily export territory structure into a file and share it with other wrok force management tools: Export territory assignments to a file.
Get Territories to Do More Work for You
Just visualizing territories on a map is a great step towards a more efficient workforce. But MapBusinessOnline can do more than that. Whether you want to segment your leads by territory or export list of ZIP codes in a territory defined by county - all the tools are here at your fingertips:
