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Adaptive Insights LLC.

Create a Geo Map

Create a geo map for territory planning to visualize sales potential and corresponding assignment coverage.

Only available with Adaptive Insights for Sales

Geo maps are geographic charts that visualizes data with circles based on geographical locations. The analytical map can help plan your territory assignments. Use the map to help you visually identify assignment gaps and coverage.

For example, use geo maps to help identify regions with large sales potential and not enough assignment coverage. Analyze the regions to determine the amount of coverage you need to capture opportunities.

Watch the video: 2m 24s

Create a Geo Map
 

Before You Begin

  • Required Permission: Access Dashboards.
  • Edit access to a private or shared perspective

Geo map specific requirements: 

Geo maps can work with any type of account associated to a dimension with dimension values that have custom properties with geographic coordinate information.

Create a Map

  1. Select 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 Geo Map Territory Map Chart to the design area. 
  3. On the right panel, give the Geo Map a name in Appearance Settings Appearance Settings
  4. Select Data Settings Data Settings and select an account from a modeled or cubed sheet that contains a geo dimension. A geo dimension is a custom dimension that contains dimension values with geo regions, and custom properties that define the region's latitude and longitude coordinate. A geo dimension can be a list dimension or a hierarchical dimension to model a geography hierarchy.
  5. Select a Geo Dimension, then Latitude Property and Longitude Property.
  6. Select Done Done.

Visualize Values by Size or Color Scale

  1. Select your geo map in Edit Edit mode.
  2. In Data Settings Data Settings, select the account.
  3. In Display Values By, select Size or 2-Color Scale
    • Size displays a range of circle sizes to compare values across different regions. Big circles represent relatively large values 
    • 2-Color Scale displays a dynamic color range between two selected colors to compare values across different regions. 
      • Minimum: Color to represent relatively small values.
      • Maximum: Color to represent relatively large values.

Overlay Accounts to Visualize Size and Color Scale

You can overlay two accounts to visualize both size and color scale on the same set of geographic regions.

  1. Select your geo map in Edit Edit mode.
  2. In Data Settings Data Settings, add a second account.
  3. Select the account to visualize by circle size, then in Display Values By, select Size.
  4. Select the second account, then in Display Values By, select 2-Color Scale.
  5. In Overlay By Size, select the account that displays values by size.

Overlaid accounts only visualize geographic data points that intersect.

Visualize Multiple Accounts

You can add multiple accounts to your geo map. Circles partially overlap when data points share geographic coordinates.  

  1. Select your geo map in Edit Edit mode.
  2. In Data Settings Data Settings, add multiple accounts.

Hide or visualize accounts in the geo map by selecting accounts in the data series perspectiveIcon-sidebar.PNG icon.

Breakdown

Use data breakdown to slice data into categories for in-depth analysis. You can breakdown by time or dimension. Any selected Sorting and Limits will be cleared.

To slice data with a dimension named: Territory Segment.

  1. Select geo map in Edit Edit mode.
  2. In Data Settings Data Settings, under Breakdown select Dimension
  3. Select a value for Dimension > Dimensions > Territory Segment. Colors are automatically assigned to breakdown series. The same color is assigned to circles within the same breakdown series.

Sorting and Limits

Sort and limit account data.  For example, sort and limit the data on your geo map to show the top ten countries with highest GDP. For more information on sorting and limits, see Sort and Limit Data on a Chart.  

Sort and limits doesn't support breakdown. 

Navigate Hierarchical Geo Dimensions from the Perspective Level

Add a hierarchical geo dimension as a perspective context filter to view roll-up data for a specific region. 

  1. Add your hierarchical geo dimension as a perspective context filter.
  2. Select your geo dimension at the perspective level.
  3. Select a specific geographic region to visualize. The geo map displays children for the selected dimension value. For example, if California is selected, circles for all counties in California would display.

 

 

 

 

 

 

 

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