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Adaptive Insights
Knowledge @ Adaptive Insights LLC, a Workday company.

Create a Territory Map

Only available with Adaptive Insights for Sales

Territory Maps are geographic charts that show the boundaries of sales territory ownership. This chart can help you plan and understand sales operations performance. For example, a territory map can visualize the customer count and sales opportunities for a sales representative in an area code, zip code, or state.

Territory maps only support states, area codes, and zip codes within the U.S.

You can create a territory map by:

  • Assigning sales representatives to geographies in a territory assignment modeled sheet.
  • Adding a territory map in a dashboard and selecting a cube sheet with sales representatives and their geographies. 

The following is an example of a territory map that visualizes sales representative territories in the United States.

Territory Map Chart

1 The name of the territory map. In this example, the name is Territory Map.

2 The zoom controls for zoom in + and zoom out -.

3 A territory (New Mexico) clicked to show its sales representative's Customer Count, ARR, FARR, and Opportunity Count.

4 The sales representative filter for hiding or displaying sales representative territories.

5 The map view or satellite view toggle.

You can click and drag on the map to pull different areas of it into view. Use your mouse scroll wheel to zoom in and out on areas of interest. If you navigate away from the dashboard of your map view after zooming or panning, the map returns to its default view of the United States.

See Territory Map Settings for options and descriptions. 

Before You Begin

Understand where you are in the overall Territory Planning setup: 

  1. Create a transaction table or a modeled sheet and import your CRM data into it. 
  2. Create custom dimensions for sales reps and geography. 
  3. Create a modeled sheet to assign territories to sales reps. 
  4. Create a cube sheet for opportunities to display sales opportunities per sales rep based on the aggregate of your CRM data and your territory assignments.
  5. Complete Object Modeling to bring the CRM data and the territory assignments together in the cube sheet. 
  6. (You are here) Create your territory map charts and other charts.

Create a Territory Map

  1. Click Edit Edit to put your dashboard in edit mode.
  2. On the left panel, click Charts Chart tab to choose a chart. Drag and drop Territory Map Territory Map Chart to the design area. 
  3. On the right panel, give the Territory Map a name in Appearance Settings Appearance Settings
  4. Click Data settings Data Settings and select the cube sheet containing sales representatives and their geographies.
  5. Click Done Done.

Modify Territory Assignment in a Territory Map

Once your territory map is visible in your dashboard, you modify territory ownership by choosing a different geography dimension value for a sales representative in the territory assignments sheet. 

Usually, the 1 map chart is placed next to the 2 territory assignment sheet in a dashboard to make assignment changes easily visible in the map.

Territory Map and Territory Assignment Sheet

If you have permission to edit the territory assignment sheet in the Adaptive Insights, you can edit and save the sheet in a dashboard when in view mode.

  1. Select the level this sheet is assigned to in the perspective context.
  2. Select a different dimension value for a sales representative or geography inside the sheet.
  3. Click Save sheetchartsave.png within the sheet chart toolbar.
  4. The territory map refreshes to adjust to the new territory assignment.

See Create a Sheet Chart for more on sheet charts.

Filter Sales Representatives From a Territory Map

  1. Hover territorymapfilterbutton.png.
  2. Find the sales representative you want to remove from the map.
    Unfiltered Territory Map
  3. Click on the sales representative's name in the list.
  4. That sales representative's territories are filtered from the map.
    Filtered Territory Map

Swap to Satellite View

Territory maps display in map view by default to make it easy to see map boundaries.

To view territories on top of a satellite view, click Map View. This swaps the view to  satelliteview.png

Territory Map Satellite View

 

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