In Map Business Online you can design sales territories by ZIP code, county, or
state. More geographies are coming soon so you will be able to design territories
by Census tracts, MSA, and other map areas.
In this article we will look at the case when you already have Excel (or comma/tab
delimited text) file that maps counties or states to sales territories. That file
must have content similar to one you can see on the picture below.
Before you start let’s decide if territories can intersect. If you want to allow intersecting territories then do following:
Open Map & Data window if it is not already open. Click Map & Data tab centered
on the left side of map.
Click gear icon on Map & Data window toolbar. ‘Manage map and data’ dialog will pop up.
Select ‘Territory options’ tab in ‘Manage map and data’ dialog.
Check ‘Allow territories to intersect’ box.
To start visualizing territories click ‘Create territories’ icon on Map Business
Online toolbar. That begins ‘Create territories’ wizard.
Skip first page of the wizard as it provides just explanation – click ‘Next to plotting
On ‘Select data’ page select Excel file that contains your sales territories. Use
Browse button to locate that file. Click Next button when ready. Map Business Online
will start uploading Excel file.
Select worksheet or range to plot data from. This page appears only if you have
more than one data range or worksheet in selected Excel file. Click Next button.
Select county and state columns. Make sure that other columns stay unselected –
choose <None> in all other boxes. Normally Map Business Online automatically
makes correct selections. Just check that automatic selections are correct.
Click Next button.
Map Business Online will start plotting counties or states on map. That may take
some time depending on number of rows you have in Excel file. Once plotting is finished
following page will popup with results. If not all counties or states are plotted
you may want to check corresponding columns in your Excel file for errors.
Click ‘Next to creating territories’ button.
On the following page select territory column. Normally Map Business Online makes correct selection automatically.
Check that territories are created by counties or states respectively. If correct geography is not selected automatically then you must have selected wrong columns on step 7 above.
Click ‘Create territories’ button.
Creating territories may take some time. When territories are created you will see
following page with summary of results.
Click Done button to finish ‘Create territories’ wizard to see territories on map.
You may want to zoom or pan map to see your territories. See this article on how
to navigate around map:
Zoom & pan map.
You can also move territory callouts for better view.
Following help articles may be useful when designing territories: